Excel Power User Module 8: PivotTable vs. Formula-Based Reports ON DEMAND

Overview

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

Highlights

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Prerequisites

None.

Designed For

Accounting professionals who use Excel for Windows.

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.