Streamlined Excel Reporting Series

Modern Office Exterior in Bright Sunlight

Format: Video

*Discount valid on Streamlined Excel Reporting Series purchased through the CGMA Store. To apply a promo code, you must enter it prior to completing the order and is applicable on multiple purchases. Cannot be applied to prior purchases. 

The Streamlined Excel Reporting Series will guide you through step-by-step demonstrations of how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

You will learn efficient ways to build PivotTables from data extracts and dynamically linked external databases and financial accounting systems.

The features, functions and techniques presented in this series are sure to save you valuable time.

Learning outcomes:

  • State the process to create a PivotTable report and a PivotChart
  • Distinguish between formula-based and PivotTable reports
  • Identify three Excel features that can graphically communicate information

Topics discussed:

  • PivotTable Fundamentals
  • Working with PivotTables
  • PivotTable wrap-up and web data
  • External data and Pivot Charts

Modules include:

Field of study: Specialised knowledge and applications
Program level: Intermediate
Prerequisites: Working knowledge of Excel
Advance preparation: None
Estimated duration: 8 hours

This video series 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: £239.00

Non-Member Price: £299.00