Excel Power User Module 7: Introduction to PivotTables | EPU7OD19

Product Code :
EPU7OD19
Format :
On-demand
Level :
Overview
Designed For :
Accounting professionals who use Excel for Windows.
Field of Interest :
Computer Software And Applications
Prerequisite :
Excel Power User Modules 6 or knowledge of the topics covered.
Credits :
2.00 CPE
Description :
This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

This is part 7 of a 10 part series
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.
Major Topics :
  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filter fields
  • Updating data
  • Groups and subtotals
  • Value formats
Advanced Prep :
None.
About the Author :
Lenning Jeff S - Jeff S Lenning is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. He specializes in providing computer consulting services to CPA firms and their clients.