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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data Logo aicpa

  $99.00 - 129.00 |   05 Jun 2018 |   11:00-13:00 |   CPE: 2.0 |   AICPA |   AICPA Store

This is part 3 of a 4 part series. 

In this session we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next we explore the lookup function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and we’ll retrieve data, including stock quotes, from perhaps the largest external data source of all, the World Wide Web.

Learning Objectives:

  • State the process for displaying PivotTable report values as a percentage of the report total
  • Identify the default sort order of a PivotTable
  • Recall three ways to filter a PivotTable report

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.

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