Excel Power User Module 7: Introduction to PivotTables | EPU7OD16

Product Code :
Format :
Level :
Designed For :
Accounting professionals who use Excel for Windows.
Field of Interest :
Computer Software And Applications
Prerequisite :
Excel Power User Modules 1-6 or knowledge of the topics covered.
Credits :
2.00 CPE
Description :
The Excel Power User series helps you improve your Excel proficiency and enables you to get your Excel tasks done more quickly. 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. The webcast was originally broadcast on May 6, 2016. Note: There is a minimum passing rate of 70% for this course.
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 :
About the Author :
Lenning Jeff S - 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