Surgent's Excel: Mastering PivotTables

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.

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

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

Designed For

Accounting professionals using Excel for Windows

Prerequisites

Basic knowledge of Excel for Windows

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.