Webcast: Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (XAPIV417)
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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.

 Export to Your Calendar 9/29/2017
When: 09/29/2017
1:00 PM until 3:00 PM
Where: Webcast
AICPA
1342056:76B55FFED93F6F7BDB579DD24552C51A
United States
Presenter: Jeff Lenning, CPA, CITP


Online registration is available until: 9/27/2017
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Acronym XAPIV417
CPE 2 hours
Vendor AICPA
Category
Management
Level Intermediate
Prerequisite Familiarity with Excel tables and formula-based reporting concepts
Adv Prep None
Yellow Book? No
Registration
Member $99
CPA Non-Member $129

The Member rate applies to LCPA members, other 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.

Course Description

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.

Objectives

  • 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