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

Wednesday, November 17 9:30am - 11:30am PST

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2.0 Credits

Member Price $99.00

Non-Member Price $119.00

Overview

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 retrieving data.

Highlights

Examine various ways to present report values using the Excel PivotTable function.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts.

Designed For

All accounting and finance professionals.

Objectives

State 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.

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