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.
Topics Discussed:
• PivotTable Basics
• Row Fields
• Value Fields
• Column Fields
• Filter Fields
• Updating Data
• Groups and Subtotals
• Value Formats

Learning Objectives
  1. State the process to create a PivotTable report
  2. Identify the four PivotTable report layout areas
  3. State which type of PivotTable field will create report filters
Major Topics
  1. PivotTable Basics Row Fields Value Fields Column Fields Filter Fields Updating Data Groups and Subtotals Value Formats
CPE Field of Study
Who Should Attend
Accounting professionals in public practice or business and industry
Course Level
Intermediate
Instructor(s)
Jeff Lenning
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When
Nov 22, 2016
12:30 pm - 2:30 pm
Location
Online
Total CPE Credits
2
Format
Webinar
Instructor
Jeff Lenning

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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals


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