March 23, 2023

Webcast Replay

2 CPE Credits

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

March 23, 2023
Webcast Replay
2 CPE Credits

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

  • Instructor

    Jeff
    Lenning

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.

CPE Credits Available

2 CPE Credits
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • BLI Leadership
  • Industry
  • Pracitioner
  • Pracitioners
  • Tax
  • Taxation

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

None

Intended Audience

All accounting and finance professionals

Provider

AICPA

This event has ended.