Jeff Lenning, CPA, CITP


    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    On demand

  • Level


  • CPE Credit


  • Course acronym

  • Prerequisites

    Familiarity with Excel tables and formula-based reporting concepts

  • Course duration

    2 Hours

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

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.
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Topics discussed

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

Who will it benefit?

All accounting and finance professionals