Streamlined Excel Reporting Series Session 4: External Data and Pivot Charts

Speaker: Jeff Lenning, CPA, CITP

Format

Video

Level

Intermediate

Duration

110 min

This video focuses on external data and digs into the details for retrieving data from other sources. You will learn how to retrieve data from simple text files as well as how to prepare data for use with Excel.

Learning outcomes

State the process for creating a PivotChart
Recognise the option that imports external data directly into a PivotTable
Recall which Excel feature creates a chart within a single worksheet cell

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

This video focuses on external data and digs into the details for retrieving data from other sources.

You'll pull data from an Access database using Microsoft Query.

You will learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel.

The webcast concludes by examining several data visualization tools in Excel, including Pivot Charts.

Topics discussed:

External data sources
Pivot Charts
PivotTables
Data visualisation tools

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.