Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Excel

Video

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Speaker: Jeff Lenning, CPA, CITP

  • Format

    Video

  • Level

    Intermediate

  • Duration

    110 min

This video introduces the PivotTable feature and covers the basics

Learning outcomes

  • State the process to create a PivotTable report
  • Identify the four PivotTable report layout areas
  • State which type of PivotTable field will create report filters

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video introduces the PivotTable feature and covers the basics.

It presents the four report layout areas: rows, columns, values, and filters. Then it discusses how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report.

Finally, you will explore how to create monthly columns and how to properly format the values in a PivotTable.

Topics discussed:

  • PivotTable rows
  • PivotTable columns
  • PivotTable values
  • PivotTable filters

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:110 min
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

£79.00 (CIMA members only)

£99.00

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.