Excel Power User Module 7: Introduction to PivotTables Webcast | 4173096B


Date :
January 19, 2018 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
Show tabs

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

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.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Materials are provided as an ebook.


  • 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 Subjects:

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filter fields
  • Updating data
  • Groups and subtotals
  • Value formats

Advanced Prep:


Misc. Information:

Save with Discount Programs

Join or Renew Today
Level of Difficulty:
Field of Interest:
Computer Software and Applications

Excel Power User Modules 1-6 or knowledge of the topics covered.

Designed For:

Accounting professionals who use Excel for Windows.


Jeff S Lenning, CPA
Jeff Lenning of Click Consulting, Inc., is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients. Web site: http://www.clickconsulting.com
No Agenda or Materials posted.