Mobile Edition

Excel Power User Module 8: PivotTable vs. Formula-Based Reports (4173097B)

Date:Friday, February 2, 2018
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeff S. Lenning
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

  • 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.

Major Topics:
  • Report type comparison
  • Options
  • Report layout and design
  • Multiple value fields
  • Calculated fields
  • Calculated items

Who Should Attend:

Accounting professionals who use Excel for Windows.

Excel Power User Modules 1-7 or knowledge of the topics covered.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.