March 21, 2023

Webinar

2 Total CPE Credits

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Webinar (AICPA): Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

This is part 1 of a 4 part series.

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.

Learning Objectives

Determine the process to create a PivotTable report

CPE Credits Available

2
Total CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

All accounting and finance professionals

Provider

AICPA – Durham

This event has ended.