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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

Part 4 of this series continues the discussion about external data and digs into the details for retrieving data from other sources.

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

Format

Webcast

Date

Jul 22, 2021

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jeff Lenning

Availability

Product Number

VCL2PIV421070

 Business & partner 
Product Details
This webcast is part of the Streamlined Excel Reporting Series

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.

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

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2 to 5 registrants

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6+ registrants

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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.

Cancellation Policy
View our Cancellation policy here
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Jul 22, 2021
Select from the following options:
Jul 22, 2021
4:30pm6:30pm GMT
Aug 26, 2021
4:30pm6:30pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
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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