Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Overview

The first webcast of the series introduces the PivotTable feature and covers the basics.

This is part 1 of a 4 part series.

The first session of the series introduces the PivotTable feature and covers the basics. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed for the remaining sessions. We discuss the four report layout areas, rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Designed For

All accounting and finance professionals

Objectives

• Determine the process to create a PivotTable report
• Identify the four PivotTable report layout areas
• Distinguish which type of PivotTable field will create report filters

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.