Webcast: Streamlined Excel Reporting Series Session 2: Working with PivotTables (WBPIV2116)
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When: 09/19/2019
12:00 PM until 2:00 PM
Where: Webcast
United States
Presenter: Jeff Lenning, CPA, CITP

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CPE2 hours
Yellow BookNo
PrerequisiteFamiliarity 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
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.


This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. This session is really fun because we create two versions of many reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.


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

  • 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