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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

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:

  • Getting and transforming data
  • Loading data
  • Managing columns
  • Data source settings
  • Layouts and parameters

    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.*

    Prerequisites

    Familiarity with Excel tables and formula-based reporting concepts

    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

  • GETPIVOTDATA
  • Text Files and Power Query
  • Data Preparation
  • PivotCharts

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4902846

    2 CPE Credits
    Computer Software & Applications: 2 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 11/10.

    Monday, November 10th

    11:00am to 1:00pm

    Add to Calendar

    Instructor

    Liam Bastick

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