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(1921960) Streamlined Excel Reporting Series Session 2: Working with PivotTables
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This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropri

1/14/2020
When: 01/14/2020
9:00 AM
Where: Webcast
AICPA
1921960:BDAE6AB3005E4C40B73475CF5BFEA2F8
United States
Presenter: Jeff Lenning, CPA, CITP


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Acronym 1921960
CPE 2
Vendor AICPA
Category
Specialized Knowledge
Level Intermediate
Yellow Book? N
Registration Fees
Members* $99
Non-Members $129

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

Course Description

This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

Objectives

  • 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

Designed For: All accounting and finance professionals

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

Note: Login instructions will be provided by the webcast vendor.

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