Webcast: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
WA781 | Partner Virtual Events | Intermediate | Scheduled
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.
|Number of Credits||Type of Credits|
Familiarity with Excel tables and formula-based reporting concepts
LEARNING OBJECTIVES: State the process to create a PivotTable report Identify the four PivotTable report layout areas State which type of PivotTable field will create report filters
This webcast is provided by the AICPA. After registering for the course, you will receive an email from the AICPA with instructions for logging in to the webcast and obtaining your eMaterials.
- Member (Early Bird)
- Non-Member (Early Bird)