Streamlined Excel Reporting Series Session 2: Working with PivotTables

Course Details

Date

Tuesday, May 20, 2025

7:00am – 9:00am (Registration: 3:02pm)

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Description

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.

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.

Designed For

All accounting and finance professionals

Course Pricing

WYOCPA Member Fee
$118.00

Non-Member Fee
$142.00

Your Price
$142.00

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