Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Data transformation while improving data visualization skills with Excel for accounting and finance professionals.
Format
Webcast
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
CPE Credits
2
Instructor
Liam Bastick
Availability
Product Number
VCL2PIV4250522
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 to tackle real-world issues and create powerful workbooks.
Key Topics
- GETPIVOTDATA
- Text Files and Power Query
- Data Preparation
- PivotCharts
Learning Outcomes
- 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.
Who Will Benefit
All accounting and finance professionals
Group ordering for your team
2 to 5 registrants
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