Jeff Lenning, CPA, CITP


    Credit Info
  • NASBA Field of Study

    Specialized Knowledge

  • Format

    On demand

  • Level


  • CPE Credit


  • Course acronym

  • Prerequisites

    Familiarity with financial reporting and accounting principles under IFRS

  • Course duration

    2 Hours

Streamlined Excel Reporting Series Session 2: Working with PivotTables

This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.
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Topics discussed

Learning objectives

• Identify the three PivotTable report layout formats.
• Recall the operator that causes Excel to create absolute structured table references.
• Distinguish between calculated fields and calculated items.

Who will it benefit?

All accounting and finance professionals