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Webcast: Excel Power Module 7: Introduction to PivotTables (CAEPU7116)
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When: 07/22/2016
1:00 PM until 3:00 PM
Where: Webcast
United States
Presenter: Jeff S. Lenning, CPA, CITP

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CPE2 hours
PrerequisiteExcel Power User Modules 1-6 or knowledge of the topics covered.
Adv PrepNone
Who should attend Accounting professionals who use Excel for Windows.
CPA Non-Members $94

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 Excel Power User series helps you improve your Excel proficiency and enables you to get your Excel tasks done more quickly.

This session introduces the PivotTable feature and covers the basics. 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.

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

Materials are provided as an ebook


  • 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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