Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Course Details

Date

Thursday, May 22, 2025

8:00am – 10:00am (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 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.

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.

Course Pricing

WYOCPA Member Fee
$118.00

Non-Member Fee
$142.00

Your Price
$142.00

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