Webcast: Streamlined Excel Reporting Series Session 2: Working with PivotTables (XAPIV217)
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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.

7/26/2017
When: 07/26/2017
1:00 PM until 3:00 PM
Where: Webcast
AICPA
1342158:D94C1EE6C63EF45EFF7E2DEFBA91BA79
United States
Presenter: Jeff Lenning, CPA, CITP


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Acronym XAPIV217
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
Designed for
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 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.

Objectives:

  • 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