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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts Logo aicpa

  $99.00 - 129.00 |   05 Jun 2018 |   14:00-16:00 |   CPE: 2.0 |   AICPA |   AICPA Store

This is part 4 of a 4 part series. 

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access database using Microsoft Query. We’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.

Learning Objectives:

  • State the process for creating a PivotChart
  • Recognize the option that imports external data directly into a PivotTable
  • Recall which Excel feature creates a chart within a single worksheet cell

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