Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Overview

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.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Notice

You will receive an email from the AICPA with instructions to access the webinar.