May 19, 2025

Webcast Replay

2 CPE

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

May 19, 2025
Webcast Replay
2 CPE

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

  • View Bio

    Instructor

    Jeff
    Lenning

    View Bio

    Jeff Lenning, CPA, CITP

    Bio

    Jeff Lenning, CPA, CITP

    Excel University / Sioux Falls, SD

    Jeff Lenning, author of Excel University, is an award-winning Excel instructor who has helped thousands of accountants work more efficiently with Microsoft Excel.

    He is a Microsoft Certified Trainer and Microsoft Certified Excel Expert, and his Excel articles have been featured in trade publications such as the Journal of Accountancy and California CPA.

    Connect with him on LinkedIn or through the Excel University blog 

This is part 1 of a 4 part series. The first session of the series introduces the PivotTable feature and covers the basics. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed for the remaining sessions. We discuss the four report layout areas, rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.

Learning Objectives

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

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Industry
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Advanced Preparation

None

Intended Audience

All accounting and finance professionals

Provider

AICPA

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