Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Online
2.00 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Extracting data for richer insights
You’ll gain meaningful analysis techniques while working alongside an industry expert and knowledgeable instructor. This session begins with the GETPIVOTDATA function to enable report customization. It’s a great starting point before moving on to more advanced techniques.
Power Query introduction
With its user-friendly interface, Power Query empowers Excel users to take the next step by enabling seamless data import and transformation. With Power Query, you will explore features, including:
Visualizing with PivotCharts
A well-designed chart can effectively illustrate data trends and comparisons. You'll learn how to create and customize PivotCharts to elevate your reports and make the data more accessible to others.
*Session 4 is one of four individual sessions. Each session builds on the previous one, so consider watching all the sessions [Streamlined Excel Reporting Series](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series) to tackle real-world issues and create powerful workbooks.*
Objectives
- Use the GETPIVOTDATA function to create custom reports.
- Identify methods for importing and transforming data directly into Excel.
- Apply data preparation techniques for data analysis purposes in Excel.
- Apply best practices for creating a PivotChart.
Highlights
Designed For
All accounting and finance professionals
Prerequisites
Familiarity with Excel tables and formula-based reporting concepts
Notice
You will receive an email from the AICPA with instructions to access the webinar.
Leader(s):
Leader Bios
Liam Bastickaicpa, AICPA
Liam Bastick FCA, FCMA Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).
Non-Member Price $109.00
Member Price $89.00