Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

Wednesday, February 26, 2025
Webcast or Webinar, Online
9:00 AM - 11:00AM (opens at 8:30 AM) EST
2Credits
Technical Business

Registration is Open

Members
$118.00 Regular Price
Non-Members
$142.00 Regular Price

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$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/AI532397
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge

Overview:

This is part 3 of a 4 part series.

In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we'll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.

Objectives:

  • Determine the process for displaying PivotTable report values as a percentage of the report total.
  • Identify the default sort order of a PivotTable.
  • Recall three ways to filter a PivotTable report.

Designed For:

All accounting and finance professionals

Prerequisites:

Familiarity with Excel tables and formula-based reporting concepts