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Streamlined Excel Reporting Series Session 2: Working with PivotTables
Accounting & Financial Reporting
Webcast

Streamlined Excel Reporting Series Session 2: Working with PivotTables

In part 2 of this webcast series, we will compare formula-based reports with PivotTables.

$110 - $130
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Mar 22, 2023

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jeff Lenning

Availability

3 months

Product Number

VCL2PIV23010

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 Business & partner 
Product Details

This is part 2 of a 4 part series.

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.

Who Will Benefit
  • All accounting and finance professionals
Learning Outcomes
  • 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
Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Familiarity with Excel tables and formula-based reporting concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$130.00
AICPA Members
$110.00

Group ordering for your team

2 to 5 registrants

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6+ registrants

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

Contact us
Speakers
Jeff Lenning
CPA, CITP
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.
Accessibility

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 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.

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Cancellation Policy
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Streamlined Excel Reporting Series Session 2: Working with PivotTables
Mar 22, 2023
Select from the following options:
Mar 22, 2023
7pm – 9pm GMT
Nonmember Price
$130.00
Price excluding sales tax
$130.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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