Idaho Society of CPAs

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

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  • Location
    • Your Computer
      Your Space
      ISCPA / AICPA Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Specialized Knowledge - Technical (2.00)
  • Prerequisites

    • Familiarity with Excel tables and formula-based reporting concepts

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge
  • Message
    • Virtual Experience

Description

  • Presented by Jeff Lenning


  • Presentation type = pre-record/rebroadcast


    • 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.

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    Leaders

    AICPA Panel

    No Biography Available

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