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Streamlined Excel Reporting Series Session 4: External Data and Pivot Charts

Upward view of building with circular windows

Format: Video

This video focuses on external data and digs into the details for retrieving data from other sources.

You'll pull data from an Access database using Microsoft Query.

You will learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel.

The webcast concludes by examining several data visualization tools in Excel, including Pivot Charts.

Learning outcomes: 

  • State the process for creating a PivotChart
  • Recognise the option that imports external data directly into a PivotTable
  • Recall which Excel feature creates a chart within a single worksheet cell

Topics discussed:

  • External data sources
  • Pivot Charts
  • PivotTables
  • Data visualisation tools

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, Streamlined Excel Reporting Series 2: Working with PivotTables and Streamlined Excel Reporting Series 3: PivotTable Wrap-Up and Web Data 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