Excel Power User Module 7: Introduction to PivotTables ON DEMAND

Overview

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

Highlights

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Prerequisites

None.

Designed For

Accounting professionals who use Excel for Windows.

Objectives

State the process to create a PivotTable report. Identify the four PivotTable report layout areas. State which type of PivotTable field will create report filters.

Preparation

None.

Notice

None.