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Webcasts
Streamlined Excel Reporting Series Session 2: Working with PivotTables
Speakers:
Delivery type:
Online Subscription
NASBA FIELD OF STUDY
Specialized Knowledge
LEVEL
Intermediate
CPE CREDITS
Audio Webcast: 2.0
This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables.

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

ON24 Supported System Configurations

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

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Product details

Learning Objectives

  • Identify the three PivotTable report layout formats
  • Recall the operator that causes Excel to create absolute structured table references
  • Distinguish between calculated fields and calculated items

This is part 2 of a 4 part series. View the full series here.

This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables. We'll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. This session is really fun because we create two versions of many reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.

Important Information on Your CPE Credit

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. Learn more...


Ratings and reviews
Speaker bio

Jeff Lenning
CPA CITP

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.

Highlights
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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$129.00
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CREDIT INFO
CPE credits
Audio Webcast
: 2.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Familiarity with Excel tables and formula-based reporting concepts
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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