Streamlined Excel Reporting Series Session 2: Working with PivotTables

Overview

In part 2 of this webcast series, we will compare formula-based reports with PivotTables.

This is part 2 of a 4 part series.

This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Designed For

All accounting and finance professionals

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.

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.