Vermont Society of Certified Public Accountants
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Surgent's Excel: Mastering PivotTables

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Date/Time:
Oct 22, 2021, 1:00pm–3:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
Level:
Basic
PivotTable is a fancy term for an Excel report that summarizes data. If you have not yet had the good fortune of exploring PivotTables, it is about time. In this session, we'll dig into PivotTables, understand the report layout options, and examine PivotTable formulas.

Objective

  • Obtain a basic comfort level using PivotTables
  • Understand the fact that external data sources can feed a PivotTable
  • Use Excel's web browser to retrieve web data

Highlights

  • Explore PivotTable capabilities and functionality
  • Retrieve data from a database and feed it into the PivotTable
  • Pull web tables from web pages into Excel

Designed For

Accounting professionals using Excel for Windows

Prerequisite

Basic knowledge of Excel for Windows

Advanced Preparation

None
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