May 20, 2025

Webcast Replay

2 CPE

Streamlined Excel Reporting Series Session 2: Working with PivotTables

May 20, 2025
Webcast Replay
2 CPE

Streamlined Excel Reporting Series Session 2: Working with PivotTables

  • 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 2 of a 4 part series. This session begins by comparing the formula-based reports we built at the end of the Excel for Accounting Professionals series to PivotTables. We'll dig into the details between these two report types so that you are comfortable applying them to specific workbooks. In this webcast, we create two versions of many reports, one version with formulas and the other with PivotTables. With this interactive practice, you will be comfortable replacing formula-based reports with PivotTables when appropriate.

Learning Objectives

  • 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.

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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