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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Modern Bulding Façade with Balconies

Format: Video

This video introduces the PivotTable feature and covers the basics.

It presents the four report layout areas: rows, columns, values, and filters. Then it discusses 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.

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

Field of study: Specialised knowledge and applications
Program level: Intermediate
Prerequisites: Working knowledge of Excel
Advance preparation: None
Estimated duration: 2 hours

This video is designed for accounting and finance professionals. 

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Instructor: Jeff Lenning, CPA, CITP

The resources have been designed specifically for accounting and finance professionals by Jeff Lenning, CPA, CITP, author of Excel University and award-winning Excel instructor who has helped thousands of accountants work more efficiently with Excel. He is also a Microsoft Certified Trainer and Microsoft Office Certified Excel Expert. 

Access: 12 months from purchase date

Note on CPE Requirements and Credits

System requirements

Member Price: £79.00

Non-Member Price: £99.00