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Webcast: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (WBPIV116)
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When: 06/27/2016
7:00 PM until 9:00 PM
Where: Webcast
United States
Presenter: Jeff Lenning, CPA, CITP

Online registration is closed.
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Acronym WBPIV116
CPE 2 hours
Vendor AICPA
Level Intermediate
Prerequisite Familiarity with Excel tables and formula-based reporting concepts such as SUMIFS, VLOOKUP, and cond
Who should attend Accounting professionals in public practice or business and industry
Members $99
CPA Non-Members $129

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


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.


Upon completion of this course, you will be able to:

  • 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


  • PivotTable Basics
  • Row Fields
  • Value Fields
  • Column Fields
  • Filter Fields
  • Updating Data
  • Groups and Subtotals
  • Value Formats

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