Mobile Edition


Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (AISERS18)

 
Date:Friday, December 8, 2017
Time:11:00AM - 1:00 PM
(Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeff S. Lenning
Vendor:AICPA
Course Level:Intermediate
Early Bird Price:$99.00 FICPA Members, $129.00 Non-Members

Description:
The first session of the series introduces the PivotTable feature and covers the basics. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed for the remaining sessions. We discuss the four report layout areas, rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.

Objectives:
LEARNING OBJECTIVES:  State the process to create a PivotTable report  Identify the four PivotTable report layout areas  State which type of PivotTable field will create report filters

Prerequisite:
Familiarity with Excel tables and formula-based reporting concepts

Session/Options

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.