Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (2 hours)

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Apr 27, 2020

Registration: 9:30 AM / Program: 10:00 AM - 12:00 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

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.

Designed For

All accounting and finance professionals.

Objectives

State 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.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.