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Surgent's Excel: Mastering PivotTables

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Webinar

2.00 Credits

Member Price $99.00

Non-Member Price $129.00

Overview

PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we’ll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.

Highlights

  • Explore PivotTable capabilities and functionality
  • Retrieve data from a database and feed it into the PivotTable
  • Pull web tables from web pages into Excel

Prerequisites

Basic knowledge of Excel for Windows

Designed For

Accounting professionals using Excel for Windows

Objectives

  • Obtain a basic comfort level using PivotTables
  • Understand the fact that external data sources can feed a PivotTable
  • Use Excel's web browser to retrieve web data

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education.

Leader(s):

Leader Bios

Jeff Lenning

Jeff Lenning is in charge of the day-to-day management and operations of Click Consulting. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Lenning is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert. He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

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Non-Member Price $129.00

Member Price $99.00