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Wednesday, September 28, 2022 Live Webcast

Streamlined Excel Reporting Series Session 2: Working with PivotTables (X3-3725493)

12:00 PM - 2:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We�ll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

DESIGNED FOR

All accounting and finance professionals

BENEFITS

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.

COURSE LEVEL

Intermediate

PREREQUISITES

Familiarity with Excel tables and formula-based reporting concepts

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the 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. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

PRICING

$110.00 - Member

$130.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA