Streamlined Excel Reporting Series Session 4: External Data and PivotCharts

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-reporting-series) to tackle real-world issues and create powerful workbooks.*

Learning 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.

Who will benefit:

All accounting and finance professionals

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.