May 22, 2025

Webcast Replay

2 CPE

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

May 22, 2025
Webcast Replay
2 CPE

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

  • 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 4 of a 4 part series. This session continues the discussion about external data and digs into the details for retrieving data from other sources. We'll pull data from an Access data base using Microsoft Query. You'll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Learning Objectives

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

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

Provider

AICPA

Register For This Event

  • MACPA Member

    $ 118 118
    Join

  • MACPA Non-Member

    $ 142 142
    Your Price

Please login to register.