Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals WEBCAST

Monday, November 15 9:30am - 11:30am PST

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2.0 Credits

Member Price $99.00

Non-Member Price $119.00

Overview

This webcast introduces the PivotTable feature and covers the basics. 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.

Highlights

An introduction to the PivotTable feature.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts.

Designed For

All accounting and finance professionals.

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.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Jeff Lenning

Jeff Lenning, CPA, CITP Click Consulting / Seal Beach, CA

Jeff Lenning, author of Excel University, is an award-winning Excel instructor who has provided continuing education to thousands of CPAs nationwide over the past 10 years.

He is a Microsoft Certified Excel Expert, and his Excel articles have been featured in trade publications such as the Journal of Accountancy and California CPA.

He is a former chair of the California CPA State Technology Committee, and has held a variety of other leadership positions within his local CalCPA chapter.

He worked at Arthur Andersen, Gateway computers, and Interpore Cross International. In 2000, he started Click Consulting, a technology consulting firm.

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Non-Member Price $119.00

Member Price $99.00