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Monday, June 5, 2023 Live Webcast

Excel: Mastering PivotTables Webinar (X1-EXPV-2023-01-WEBNR-156-01)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

Accounting professionals using Excel for Windows

BENEFITS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

Basic knowledge of Excel for Windows.

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.