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Event Details

Event Registration - Webinar (AICPA): Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

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Start Date:
Friday, November 10, 2017
End Date:
Friday, November 10, 2017
Notes: This webcast is produced by the AICPA. You will receive login instructions for your webinar at least two business days prior to the program date. Please note that these instructions will be sent by the Colorado Society of CPAs. However, your CPE certificate will be sent from the AICPA upon completion of the webcast.
Overview:The first session of the series introduces the PivotTable feature and covers the basics. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed for the remaining sessions. We discuss the four report layout areas, rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.
Objective:LEARNING OBJECTIVES: • State the process to create a PivotTable report • Identify the four PivotTable report layout areas • State which type of PivotTable field will create report filters
Prerequisites:Familiarity with Excel tables and formula-based reporting concepts
Advance Preparation:None
Vendor:AICPA
Level:Intermediate
Member/Nonmember Fees:99 / 129
CPE:Specialized Knowledge 2 hour(s)
Yellow Book Credit:N
Jeff Lenning
Click Consulting, Inc.

Address:
Webinar
Cancel/Transfer Policy

Cancellation or transfer requests made six(6) business days or more prior to the program, no fee assessed.

Cancellation or transfer requests made two(2) to five(5) business days prior to the program, $25 fee assessed.

Cancellation or transfer requests made one business day prior to the program, $50 fee assessed.

Day of program or no notice of cancellation, 100 percent course fee assessed.

If you transfer from an in-person class course to a webcast, the above policies apply.

Remember, the COCPA reserves the right to cancel a course seven days prior to the program date. Please keep this cancellation policy in mind when making your travel plans and airline reservations. The COCPA will not be liable for flight cancellation penalties due to our cancellation.

To cancel or transfer a course, please contact the Member Services department at 303-773-2877 or 800-523-9082.

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