Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Thursday, Feb. 26, 2026
2-4 p.m. Central
2 CPE (2 non-technical)
Course code: 25WI-0513
View pricing
You'll gain meaningful analysis techniques while working alongside an industry expert and knowledgeable instructor. This session begins with the GETPIVOTDATA function to enable report customization. It's a great starting point before moving on to more advanced techniques. With its user-friendly interface, Power Query empowers Excel users to take the next step by enabling seamless data import and transformation. With Power Query, you will explore features, including: Getting and transforming data, loading data, managing columns, data source settings, and layouts and parameters. A well-designed chart can effectively illustrate data trends and comparisons. You'll learn how to create and customize PivotCharts to elevate your reports and make the data more accessible to others. Session 4 is one of four individual sessions. Each session builds on the previous one, so consider watching all the sessions Streamlined Excel Reporting Series to tackle real-world issues and create powerful workbooks.
Major subjects
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GETPIVOTDATA
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TEXT Files and Power Query
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Data preparation
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PivotCharts
Learning objectives
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Use the GETPIVOTDATA function to create custom reports
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Identify methods for importing and transforming data directly into Excel
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Apply data preparation techniques for data Analysis Purposes in Excel
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Apply best practices for creating A PivotChart
Who should take this program?
- All accounting and finance professionals
Pricing
|
Standard Member Fee |
$125.00
|
 Standard Nonmember Fee |
$149.00
|
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