Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data

Overview

In part 3 of this webcast series, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers.

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Designed For

All accounting and finance professionals

Objectives

• Determine the process for displaying PivotTable report values as a percentage of the report total.
• Identify the default sort order of a PivotTable.
• Recall three ways to filter a PivotTable report.