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Streamlined Excel Reporting Series Session 2: Working with PivotTables

Description

This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. This session is really fun because we create two versions of many reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.

Learning Objectives
  1. Upon completion of this course, you will be able to:
  2. Identify the three PivotTable report layout formats
  3. Recall the operator that causes Excel to create absolute structured table references
  4. Distinguish between calculated fields and calculated items
Major Topics
  1. Report Type Comparison
  2. Options
  3. Report Layout and Design
  4. Multiple Value Fields
  5. Calculated Fields
  6. Calculated Items
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Technology
CPE Field of Study
Specialized Knowledge and Applications*
2
Who Should Attend

Accounting professionals in public practice or business and industry

Instructor(s)
Jeff Lenning
Prerequisites
Familiarity with Excel tables and formula-based reporting concepts such as SUMIFS, VLOOKUP, and cond
Location
Online
Event Information
When
Sep 19, 2016
1:00 pm - 3:00 pm EST
Location
Online
Total CPE Credits
2
Format
Webinar

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$99.00

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$129.00
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Streamlined Excel Reporting Series Session 2: Working with PivotTables


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