AICPA logo
AICPA logo
  • Home
Streamlined Excel Reporting Series
Accounting & Financial Reporting

Streamlined Excel Reporting Series

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Jeff Lenning


3 months

Product Number


 Business & partner 
Product Details

The PivotTable: One of Excel's most powerful features

If you've ever struggled to make sense of a wealth of data in an Excel spreadsheet, PivotTables can help. A PivotTable allows you to manipulate and clarify what's meaningful in your data and then share what's important in your spreadsheet-or data visualization. Let's face it: It can be hard to find time to learn new Excel techniques. Our Streamlined Excel Reporting Series offers four webcast sessions to quickly build your PivotTable skills. You'll get step-by-step demonstrations to create and use PivotTables to become a more productive and effective financial professional.

Learn how to create and customize PivotTables

Once you've learned about the power of PivotTables, you'll find them intuitive and invaluable in organizing and summarizing data. The features, functions, and techniques presented in this series are sure to shave time off of your reporting tasks-and boost your ability to determine what's most significant from your analysis.

These webcasts explore smart ways to build PivotTables from:

  • Data extracts
  • Linked external databases
  • Financial accounting systems

We'll also explore Excel features that help communicate your insights graphically.

*To prepare for this series, we recommend attending our Excel for Accounting Professional Webcast Series

Important Information on Your CPE Credit

Your registration includes access to the all four of the Streamlined Excel series webcasts on PivotTables through December 2020. If you are unable to attend one or more broadcasts in the series, you'll be able to attend a later session and still earn the CPE credit.

Who Will Benefit
  • All accounting and finance professionals
Key Topics
  • PivotTable fundamentals
  • How to create a PivotTable report and a PivotChart
  • How to build PivotTables from data extracts and external databases
  • How to use Excel features to graphically communicate information
Learning Outcomes
  • Determine the process to create a PivotTable report and a PivotChart.
  • Distinguish between formula-based and PivotTable reports.
  • Identify three Excel features that can graphically communicate information.
Upcoming Webcast Dates
More Details
NASBA Field of Study
Specialized Knowledge
Working knowledge of Excel
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
8 hrs
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Jeff Lenning
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here
Streamlined Excel Reporting Series
This product is not available at the moment.

Related content