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Replace complex formulas with dynamic, interactive reports and streamline your data analysis workflow.
This course provides a comprehensive guide to utilizing Excel pivot tables for efficient data summarization and reporting. It covers the fundamental mechanics of pivot table construction, including row, column, value, and filter fields, while demonstrating how to transition from formula-based reporting to dynamic pivot table structures. The material also addresses advanced techniques such as grouping, subtotals, value formatting, and data source management using tables to ensure reports remain accurate and scalable. By the end of the course, users will be equipped to build professional, interactive reports that simplify complex data analysis tasks.
Topics Covered:
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, 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. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.