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Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

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Format: Video

This video finishes the PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering filtering options, including slicers.

It also explores the lookup function designed specifically to retrieve values from PivotTables. It concludes with data acquisition techniques.

You’ll practice retrieving data from the largest external data source of all- the Internet.

Learning outcomes:

  • State the process for displaying PivotTable report values as a percentage of the report total
  • Identify the default sort order of a PivotTable
  • Recall three ways to filter a PivotTable report 

Topics discussed:

  • PivotTable filters
  • Lookup functions for PivotTables
  • Data acquisition techniques

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 and Streamlined Excel Reporting Series Session 2: Working with PivotTables 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

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