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

Description

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.

Learning Objectives

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

Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2.0
Who Should Attend
All accounting and finance professionals
Instructor(s)
Jeff Lenning
Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Location
Online Course
Register Now
When
Oct 7, 2019
11:00 am - 1:00 pm MDT
Total CPE Credits
2.0
Format
Webinar
Instructor
Jeff Lenning

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


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