Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Date: November 22, 2016 Time: 12:30 pm - 2:30 pm EST CPE: 2 Format: Webinar
EVENT 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
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
MAJOR TOPICS
PivotTable Basics Row Fields Value Fields Column Fields Filter Fields Updating Data Groups and Subtotals Value Formats
EVENT DETAILS
CPE FIELD OF STUDY
Specialized Knowledge & Applications (2 Credits)
INSTRUCTOR(S)
Jeff Lenning
COURSE LEVEL
Intermediate
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