Streamlined Excel Reporting Series
Delivery type:
Online Subscription
Specialized Knowledge
Audio Webcast: 8.0
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.
Jul. 15 - Jul. 18 series:

Session 1: PivotTable Fundamentals

Monday, July 15
2:00 PM - 4:00 PM ET

Session 2: Working with PivotTables

Tuesday, July 16
2:00 PM - 4:00 PM ET

Session 3: PivotTable Wrap-Up and Web Data

Wednesday, July 17
2:00 PM - 4:00 PM ET

Session 4: External Data and PivotCharts

Thursday, July 18
2:00 PM - 4:00 PM ET
Oct. 7 - Oct. 10 series:

Session 1: PivotTable Fundamentals

Monday, Oct 7
1:00 PM - 3:00 PM ET

Session 2: Working with PivotTables

Tuesday, Oct 8
1:00 PM - 3:00 PM ET

Session 3: PivotTable Wrap-Up and Web Data

Wednesday, Oct 9
1:00 PM - 3:00 PM ET

Session 4: External Data and PivotCharts

Thursday, Oct 10
1:00 PM - 3:00 PM ET

The registration on this page is for all for sessions.

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
In order to access the event, you must have the following streaming media player installed on your computer:

ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

Detailed information can be found here

Product details

The PivotTable: One of Excel's most powerful features

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.

Key Topics

  • PivotTable fundamentals
  • How to create a PivotTable report and a PivotChart
  • How to build PivotTables from data extracts and external databases
  • How to use Excel features to graphically communicate information

Who Will Benefit?

  • All accounting and finance professionals

If you've ever struggled to make sense of a wealth of data in an Excel spreadsheet, PivotTables can help. A PivotTable allows you to manipulate and clarify what's meaningful in your data and then share what's important in your spreadsheet-or data visualization.

Let's face it: It can be hard to find time to learn new Excel techniques. Our Streamlined Excel Reporting Series offers four webcast sessions to quickly build your PivotTable skills. You'll get step-by-step demonstrations to create and use PivotTables to become a more productive and effective financial professional.

Learn how to create and customize PivotTables

Once you've learned about the power of PivotTables, you'll find them intuitive and invaluable in organizing and summarizing data. The features, functions, and techniques presented in this series are sure to shave time off of your reporting tasks-and boost your ability to determine what's most significant from your analysis.

These webcasts explore smart ways to build PivotTables from:
  • Data extracts
  • Linked external databases
  • Financial accounting systems
We'll also explore Excel features that help communicate your insights graphically.

Important Information on Your CPE Credit

Your registration includes access to the all four of the Streamlined Excel series webcasts on PivotTables through December 2018. If you are unable to attend one or more broadcasts in the series, you'll be able to attend a later session and still earn the CPE credit.

Ratings and reviews
Speaker bio

Jeff Lenning

Author of Excel University
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

Professional Involvement
He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

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CPE credits
Audio Webcast
: 8.0
NASBA Field of Study
Specialized Knowledge
working knowledge of Excel
Delivery Method
Group Internet Based
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