Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

Overview

Part 4 of this series continues the discussion about external data and digs into the details for retrieving data from other sources.

This is part 4 of a 4 part series.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. We’ll pull data from an Access data base using Microsoft Query. You’ll learn how to retrieve data from simple text files as well, and how to prepare data for use with Excel. This webcast concludes by examining several data visualization tools in Excel, including PivotCharts.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Objectives

• Determine the process for creating a PivotChart.
• Recognize the option that imports external data directly into a PivotTable.
• Recall which Excel feature creates a chart within a single worksheet cell.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.