Excel Power User Module 9: PivotTable Wrap-Up and Web Data

Course Details

Date

Self-Study

Location

Online

Field of Study

Accounting & Audit

CPE Credit

2 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

Excel Power User Modules 8 or knowledge of the topics covered.

Description

This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and you'll retrieve data from perhaps the largest external data source of all-the Internet. This is part 9 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Highlights

  • Show values as
  • Sorting
  • Filtering
  • Hybrid reports with GETPIVOTDATA
  • Web data

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.

Designed For

Accounting professionals who use Excel for Windows.

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