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Streamlined Excel Reporting Series Logo aicpa

  $299.00 - 399.00 |   07 Feb 2018 |   11:00-16:00 |   CPE: 8.0 |   AICPA |   AICPA Store

Your registration includes access to the entire Streamlined Excel series webcasts thru December 2016. If you are unable to attend one or more broadcasts in the series, you will be able to attend a later session and still earn the CPE credit.

PivotTables are one of Excel's most powerful features. A PivotTable allows you to extract the significance from a large, detailed data set. The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional. You will learn efficient ways to build PivotTables from data extracts and dynamically linked external databases and financial accounting systems. We will also examine various Excel features that enable you to communicate your message graphically. The features, functions, and techniques presented in this series are sure to shave valuable time off of your reporting tasks.

Learning Objectives:

  • State the process to create a PivotTable report and a PivotChart
  • Distinguish between formula-based and PivotTable reports
  • Identify three Excel features that can graphically communicate information

Webcasts included in this series:
Session 1: PivotTable Fundamentals
Session 2: Working with PivotTables
Session 3: PivotTable Wrap-Up and Web Data
Session 4: External Data and PivotCharts

The registration below is for all four parts. If you prefer to attend only one or several of the above events, click each individual link to register for one or more parts.

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 $60:

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

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