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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals Logo cgma

  Jeff Lenning, CPA, CITP |   £79.00 - 99.00 |   2018 |   01:50 h |   CGMA Store

This video introduces the PivotTable feature and covers the basics.

It presents the four report layout areas: rows, columns, values, and filters. Then it discusses how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report.

Finally, you will explore how to create monthly columns and how to properly format the values in a PivotTable.

Topics discussed:

  • PivotTable rows
  • PivotTable columns
  • PivotTable values
  • PivotTable filters

Who should take this course?

  • Accounting and finance professionals
Topics covered:
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational