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21WI-0550: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, November 15, 2021
11:30am - 1:30pm Central Time
2 CPE (2 technical)

Alternate dates & more options

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.

Major subjects

  • N/A

Learning objective(s)

  • 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

Who should take this program?

All accounting and finance professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $119.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $99.00
checkmark Standard Nonmember Fee $119.00

More program information

Instructor Jeff Lenning, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. Familiarity with Excel tables and formula-based reporting concepts
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.