Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
Monday, May 19, 2025
1-3 p.m. Central
2 CPE (2 technical)
Course code: 25WI-0050
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Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
This is part 1 of a 4 part series.
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.
Major subjects
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Creating PivotTables
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PivotTable layouts and filters
Learning objectives
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Determine the process to create a PivotTable report
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Identify the four PivotTable report layout areas
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Distinguish which type of PivotTable field will create report filters
Who should take this program?
- All accounting and finance professionals
Pricing
|
Standard Member Fee |
$118.00
|
 Standard Nonmember Fee |
$142.00
|
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