Webcast: Excel Power User Module 8: PivotTable vs. Formula-Based Reports (CAEPU8116)
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When: 07/29/2016
1:00 PM until 4:00 PM
Where: Webcast
United States
Presenter: Jeff S. Lenning, CPA, CITP

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CPE2 hours
PrerequisiteExcel Power User Modules 1-7 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 begins by comparing the formula-based reports we built previously to PivotTables. We'll dig into the details between these two report types so you are comfortable with applying them to specific workbooks. We'll create two versions of many reports, one version with formulas and the other with PivotTables so you can be comfortable replacing formula-based reports with PivotTables when appropriate.

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


  • 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.


  • Report type comparison
  • Options
  • Report layout and design
  • Multiple value fields
  • Calculated fields
  • Calculated items