Excel Power User Module 8: PivotTable vs. Formula-Based Reports

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Instructor

Jeff
Lenning

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Jeff Lenning, CPA, CITP

Bio

Jeff Lenning of Click Consulting, Inc., is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients.

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Learning Objectives

Identify the three PivotTable report layout formats.
Recall the operator that causes Excel to create absolute, structured table references.
Distinguish between calculated fields and calculated items.

Major Topics

Report type comparison
Options
Report layout and design
Multiple value fields
Calculated fields
Calculated items

CPE Credits Available

2 CPE

2: Other

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Excel Power User Modules 1-7 or knowledge of the topics covered.

Advanced Preparation

None.

Intended Audience

Accounting professionals who use Excel for Windows.

Provider

California Society of CPAs