
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.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
8
Author(s)
Jeff Lenning
Availability
3 months
Product Number
VCL2PIV2301B
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.
- All accounting and finance professionals
- 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
- 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.
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 order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe 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 adaaccessibility@aicpa-cima.com 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.