May 21, 2025

Webcast Replay

2 CPE

Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

May 21, 2025
Webcast Replay
2 CPE

Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

  • 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 3 of a 4 part series. In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we'll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.

Learning Objectives

  • Determine the process for displaying PivotTable report values as a percentage of the report total.
  • Identify the default sort order of a PivotTable.
  • Recall three ways to filter a PivotTable report.

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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