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Technical

Streamlined Excel Reporting Series Session 2: Working with PivotTables Logo aicpa

  $99.00 - 129.00 |   10 Nov 2017 |   14:00-16:00 |   CPE: 2.0 |   AICPA |   AICPA Store

This is part 2 of a 4 part series. 

This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables. We’ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. This session is really fun because we create two versions of many reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.

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

Field of Study: Specialized Knowledge & Applications

Level: Intermediate

Prerequisite: Familiarity with Excel tables and formula-based reporting concepts such as SUMIFS, VLOOKUP, and conditional formatting. To prepare for this series, we recommend attending our Excel for Accounting Professional Series.

IMTA and CITP Members save an additional $20:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Topics covered:
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational
  • IT management & assurance: Technical: Information management: Data management & analytics, Foundational

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