Excel Power User Module 8: PivotTable vs. Formula-Based Reports

Description

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Highlights

• Report type comparison
• Options
• Report layout and design
• Multiple value fields
• Calculated fields
• Calculated items

Objectives

• Identify the three PivotTable report layout formats.
• Recall the operator that causes Excel to create absolute, structured table references.
• Distinguish between calculated fields and calculated items.

Designed For

Accounting and financial professionals.