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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

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AICPA Webcasts

Online, OK 00000

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2.00 Credits

Member Price $118

Non-Member Price $142

Overview

This is part 4 of a 4 part series.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access data base using Microsoft Query. You’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Objectives

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

Leader(s):

Leader Bios

Jeff Lenning, Surgent McCoy Self-Study CPE, LLC

Jeff Lenning, CPA, CITP, of Click Consulting, Inc., is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients.

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Non-Member Price $142

Member Price $118