Streamlined Excel Reporting Series

Excel

Video

Streamlined Excel Reporting Series

Speaker: Jeff Lenning, CPA, CITP

  • Format

    Video

  • Level

    Intermediate

  • Duration

    8 hours

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations of how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

Learning outcomes

  • 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

£239.00 (CIMA members only)

£299.00

VAT calculated on checkout

Product information

Overview

The Streamlined Excel Reporting Series will guide you through step-by-step demonstrations of how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

You will learn efficient ways to build PivotTables from data extracts and dynamically linked external databases and financial accounting systems.

The features, functions and techniques presented in this series are sure to save you valuable time.

Topics discussed:

  • PivotTable Fundamentals
  • Working with PivotTables
  • PivotTable wrap-up and web data
  • External data and Pivot Charts

Modules include:

  • Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
  • Streamlined Excel Reporting Series Session 2: Working with PivotTables
  • Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
  • Streamlined Excel Reporting Series Session 4: External Data and Pivot Charts

Who should take this course?

  • Accounting and finance professionals

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialised knowledge and applications
Prerequisites:Working knowledge of Excel
Programme level:Intermediate
Duration:8 hours
Format:Video
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£239.00 (CIMA members only)

£299.00

VAT calculated on checkout

Speaker

  • 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.