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Go beyond basic summaries with calculated fields, items, and dynamic hybrid reporting techniques.
This course provides a comprehensive examination of advanced pivot table features designed to enhance data analysis and reporting efficiency. It covers the mechanics of creating calculated fields and items, utilizing built-in value display options, and implementing sophisticated sorting and filtering strategies. The curriculum also explores the hybrid reporting technique, which leverages the GETPIVOTDATA function to integrate pivot table data into flexible, formula-based financial reports. By focusing on these advanced capabilities, the material demonstrates how to build robust, recurring-use workbooks that minimize manual intervention and ensure data integrity.
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.