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

Friday, May 20 8:00am - 10:00am PDT

(Check-In 12:00am PST)

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2.0 Credits

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This session discuses 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.


  • Retrieving data from other sources.
  • Excel PivotChart
  • Excel PivotTable


Familiarity with Excel tables and formula-based reporting concepts.

Designed For

Anyone who wants to expand their knowledge of Excel.


  • Determine 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.






Leader Bios

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 $0.00

Member Price $0.00