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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

Description

This is part 3 of a 4 part series.

In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we’ll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.

Learning Objectives

• Determine the process for displaying PivotTable report values as a percentage of the report total.
• Identify the default sort order of a PivotTable.
• Recall three ways to filter a PivotTable report.

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
3
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
Nov 10, 2022
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
3
Format
Webcast Replay

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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data


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