Webcast: Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (XAPIV317)
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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 al

 Export to Your Calendar 7/28/2017
When: 07/28/2017
10:00 AM until 12:00 PM
Where: Webcast
AICPA
1342161:DEE819386A8DCB1EF99000953220B6EB
United States
Presenter: Jeff Lenning, CPA, CITP


Online registration is available until: 7/26/2017
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Acronym XAPIV317
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

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.

Objectives

  • 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