Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Description

This is part 1 of a 4 part series.

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

• Determine the process to create a PivotTable report
• Identify the four PivotTable report layout areas
• Distinguish which type of PivotTable field will create report filters

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

All accounting and finance professionals

Instructor(s)
Jeff Lenning
Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Mar 21, 2023
3:00 pm - 5:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals


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