Streamlined Excel Reporting Series Session 2: Working with PivotTables WEBCAST

Tuesday, November 16 9:30am - 11:30am PST

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2.0 Credits

Member Price $99.00

Non-Member Price $119.00

Overview

This session begins by comparing formula-based reports. We’ll dig into the details between two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

Highlights

Become comfortable replacing formula-based reports with PivotTables when appropriate.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts.

Designed For

All accounting and finance professionals.

Objectives

Identify the three PivotTable report layout formats. Recall the operator that causes Excel to create absolute structured table references. Distinguish between calculated fields and calculated items.

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