Webcast: Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (WBPIV3116)
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When: 09/26/2016
9:30 AM until 11:30 AM
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.


In this session we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next we explore the lookup function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and we’ll retrieve data, including stock quotes, from perhaps the largest external data source of all, the World Wide Web.


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

  • State the process for displaying PivotTable report values as a percentage of the report total
  • Identify the default sort order of a PivotTable
  • Recall three ways to filter a PivotTable report


  • Show Values As
  • Sorting
  • Filtering
  • Hybrid Reports with GETPIVOTDATA
  • Web Data