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Streamlined Excel Reporting Series Session 2: Working with PivotTables

Modern Building with Colorful Windows

Format: Video

This video begins by comparing the formula-based reports to PivotTables.

It digs into the details between these two report types so that you are comfortable applying them to specific workbooks.

You will learn how to create two versions of reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.

Learning outcomes: 

  • 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

Topics discussed:

  • Formula-based reports
  • PivotTables

Field of study: Specialised knowledge and applications
Program level: Intermediate
Prerequisites: Working knowledge of Excel
Advance preparation: Viewing Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals is recommended
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

Jeff Lenning started his career in a Big 6 accounting firm 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. 

Access: 12 months from purchase date

Note on CPE Requirements and Credits

System requirements

Member Price: £79.00

Non-Member Price: £99.00