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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Accounting & Reporting
Webcast

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

This session continues the discussion about external data and digs into the details for retrieving data from other sources.

46656305-6110-4E90-B13F-627B274DF603Created with sketchtool.Included in Webcast Pass

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jeff Lenning

Availability

3 months

Learning Outcomes
  • State the process for creating a PivotChart
  • Recognize the option that imports external data directly into a PivotTable
  • Recall which Excel feature creates a chart within a single worksheet cell
Product Details

This is part 4 of a 4 part series.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We'll pull data from an Access database using Microsoft Query. We'll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.

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More Details
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
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

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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
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