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Streamlined Excel Reporting Series Session 2: Working with PivotTables

Description

This is part 2 of a 4 part series.

This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

Learning Objectives

LEARNING OBJECTIVES:
• Identify the three PivotTable report layout formats.
• Recall the operator that causes Excel to create absolute structured table references.
• Distinguish between calculated fields and calculated items.

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
Jan 11, 2023
2:00 pm - 4:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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Streamlined Excel Reporting Series Session 2: Working with PivotTables


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