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Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

 Various
 
2.0
Registration is Open
Member Price
$125.00 Regular Registration
Your Price
$149.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 08/28/2025 from 3:00 pm to 5:00 pm
 Mon, 11/10/2025 from 11:00 am to 1:00 pm
 Thu, 02/26/2026 from 3:00 pm to 5:00 pm
Designed For:

All accounting and finance professionals

Prerequisite:

Familiarity with Excel tables and formula-based reporting concepts

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-repor…) to tackle real-world issues and create powerful workbooks.*
    Delivery Method: Individual webcast
    CPE Credit: Computer software & applications
    Program Level: Intermediate

    This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

    • 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.

    Speakers

    Vendor

    The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

    For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.