Webcast: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

WA856  |  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
2 Other


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)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com