Aug. 23 | Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Modern Bulding Façade with Balconies

Format: Webcast

Date/Time: 23 August 2017, 4pm – 6pm (BST)

Add to Calendar 23/08/2017 04:00 PM 23/08/2017 06:00 PM Operational Exam entry opening dates CIMADD/MM/YYYY


This two-hour webcast introduces the PivotTable feature and covers the basics. It reviews the four report layout areas, rows, columns, values, and filters. It will also teach you how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. Finally, you will explore how to create monthly columns and how to properly format the values in a PivotTable.

This course is also available on-demand: Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Learning outcomes:

  • State the process to create a PivotTable report
  • Identify the four PivotTable report layout areas
  • State which type of PivotTable field will create report filters

Topics discussed:

  • PivotTable rows
  • PivotTable columns
  • PivotTable values
  • PivotTable filters

Estimated duration: 2 hours
Field of study: Specialised knowledge & applications
Program level: Intermediate
Prerequisites: Familiarity with Excel tables and formula-based reporting concepts 
Advance preparation: None 
Designed for: Accounting and finance professionals 

Instructor: Jeff Lenning, CPA, CITP

Jeff Lenning started his career at Arthur Andersen and worked as a senior financial analyst at Gateway computers and as an accounting manager at Interpore Cross International. He is a Microsoft Office Certified Excel Expert and Microsoft Certified Trainer.

For more than 15 years, Mr. Lenning has shared his Excel expertise with thousands of accounting and finance professionals to streamline their work and increase their efficiency.

All learning resources available in the CGMA Store qualify for CPD for CIMA members. This course also offers 2 hours of CPE credit.

Access: Recording available for 90 days from air date

Note on CPE Requirements and Credits

System requirements

Member Price: £79.00

Non-Member Price: £99.00