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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
Accounting & Reporting
Webcast

Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

In part 3 of this webcast series, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers.

$99 - $119
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Apr 14, 2021

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jeff Lenning

Availability

3 months

Product Number

VCL2PIV321010

 Business & partner 
Learning Outcomes
  • Determine the process for displaying PivotTable report values as a percentage of the report total
  • Identify the default sort order of a PivotTable
  • Recall three ways to filter a PivotTable report
Product Details
This webcast is part of the Streamlined Excel Reporting Series

This is part 3 of a 4 part series.

In this session we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next we explore the lookup function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and we’ll retrieve data, including stock quotes, from perhaps the largest external data source of all, the World Wide Web.

Who Will Benefit
  • All accounting and finance professionals
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$119.00
AICPA Members
$99.00

Group ordering for your team

2 to 5 registrants

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6+ registrants

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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 live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2 hrs
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.

Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
Apr 14, 2021
Select from the following options:
Apr 14, 2021
6pm8pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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