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Webinar

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

Wednesday, Aug. 19, 2026
10 a.m.-noon Central
2 CPE (2 technical)

Course code: 26WI-0157
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Alternate dates & more options

  • Wednesday, Nov. 18, 2026 - Webinar

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.

Major subjects

  • Show Value As.
  • Sorting.
  • Filtering.
  • PivotTable alternatives.
  • Text functions.

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.

Who should take this program?

  • All accounting and finance professionals.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $109.00

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Our records indicate you are a nonmember. If you register, you will be charged $109.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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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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