Webcast: Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (WBPIV4116)
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When: 09/26/2016
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 continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access data base using Microsoft Query. We’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.


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

  • State the process for creating a PivotChart
  • Recognize the option that imports external data directly into a PivotTable
  • Recall which Excel feature creates a chart within a single worksheet cell


  • External Data
  • Text Files
  • Data Preparation
  • Accounting System Data
  • Getting Graphic