Streamlined Excel Reporting Series Session 4: External Data and PivotCharts WEBCAST

Thursday, November 18 9:30am - 11:30am PST

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2.0 Credits

Member Price $99.00

Non-Member Price $119.00

Overview

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access data base using Microsoft Query. You’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Highlights

Dig into the details for retrieving data from other sources.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts.

Designed For

All accounting and finance professionals.

Objectives

State the process for creating a PivotChart. Recognize the option that imports external data directly into a PivotTable. Recall which Excel feature creates a chart within a single worksheet cell.

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