Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Thursday, May 22, 2025
Webcast or Webinar, Online
10:00AM - 12:00PM (opens at 9:30 AM) EST
2Credits
Technical Business

Registration is Open

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$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: 25/AI532416
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge

Overview:

This is part 4 of a 4 part series.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We'll pull data from an Access data base using Microsoft Query. You'll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Objectives:

  • Determine the process for creating a PivotChart.
  • Recognize the option that imports external data directly into a PivotTable.
  • Recall which Excel feature creates a chart within a single worksheet cell.

Prerequisites:

Familiarity with Excel tables and formula-based reporting concepts