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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Description

This is part 4 of a 4 part series.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access data base using Microsoft Query. You’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Learning Objectives

• Determine the process for creating a PivotChart.
• Recognize the option that imports external data directly into a PivotTable.
• Recall which Excel feature creates a chart within a single worksheet cell.

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
2
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 13, 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 4: External Data and PivotCharts


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