Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Description

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.

Date/Time

Monday, October 7, 2019
Registration Time: 12:00pm
12:00pm – 2:00pm

Add to Outlook calendar

Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge

Intermediate

Designed For

All accounting and finance professionals

Vendor

AICPA

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

None

Objectives

LEARNING OBJECTIVES:

 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

Location

N/A (This is a webcast)
Member Fee $99.00
Non-Member Fee $129.00
Your Price $129.00

Registration for this course has passed.

View more conferences and courses

Registered for CPE? Log in to download electronic course materials.