November 17, 2021

Webinar

2 CPE

Webinar (AICPA): Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

November 17, 2021
Webinar
2 CPE

Webinar (AICPA): Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

  • Instructor

    Jeff
    Lenning

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, which is designed specifically to retrieve values from PivotTables. The webcast 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

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.

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

All accounting and finance professionals

Provider

AICPA - Durham

This event has ended.