Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
Monday, May 19, 2025
Webcast or Webinar, Online
2:00 PM - 4:00 PM (opens at 1:30 PM) EST
2Credits
Technical Business
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$118.00 Regular Price
Non-Members
$142.00 Regular Price
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Course Type: Webcast
Course Code: 25/AI532371
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge
Overview:
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.
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