Streamlined Excel Reporting Series Session 2: Working with PivotTables

Speaker: Jeff Lenning, CPA, CITP

Format

Video

Level

Intermediate

Duration

110 min

This video begins by comparing the formula-based reports to PivotTables. It digs into the details between these two report types so that you are comfortable applying them to specific workbooks.

Learning outcomes

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

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video begins by comparing the formula-based reports to PivotTables.

It digs into the details between these two report types so that you are comfortable applying them to specific workbooks.

You will learn how to create two versions of reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.

Topics discussed:

Formula-based reports
PivotTables

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.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.