Undergrad 3 (15 CPE)

• Opening Information

  • Chapter 1: Overview
  • Chapter 2: Selected Shortcuts

• PivotTable Fundamentals

  • Chapter 3: PivotTable Basics
  • Chapter 4: Row Fields
  • Chapter 5: Value Fields
  • Chapter 6: Column Fields
  • Chapter 7: Filter Fields
  • Chapter 8: Updating Data
  • Chapter 9: Groups and Subtotals
  • Chapter 10: Value Formats
  • Chapter 11: Report Type Comparison

• Working with PivotTables

  • Chapter 12: Options
  • Chapter 13: Report Layout and Design
  • Chapter 14: Multiple Value Fields
  • Chapter 15: Calculated Fields
  • Chapter 16: Calculated Items
  • Chapter 17: Show Values As
  • Chapter 18: Sorting
  • Chapter 19: Filtering
  • Chapter 20: Hybrid Reports with GETPIVOTDATA

• Obtain > Prepare > Summarize

  • Chapter 21: Web Data
  • Chapter 22: External Data
  • Chapter 23: Text Files
  • Chapter 24: Data Preparation
  • Chapter 25: Accounting System Data
  • Chapter 26: Getting Graphic

• Author

  Jeff Lenning CPA CITP

• Subject

  Excel University Volume 3

• Benefits

  Begin Now: begin training immediately
  Moderated: ask questions in the moderated forums
  Certificate: download and print your certificate instantly upon completion
  Pause and Resume: pause and resume training as needed
  Exam: unlimited exam attempts

• Software

  Featuring Microsoft Excel for Windows Versions 2010 and later

• Format

  On-Demand

• Access Begins

  Immediately

• Duration

  Work at your own pace during the one-year enrollment period.

• Certificate of Completion

  Download instantly once a passing score on the final exam is achieved. You may re-attempt the final exam as many times as necessary.

• Enrollment Period

  Your enrollment is valid for one year.

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Lesson 1 Lecture Videos Administration (7:46) Ch 1 Overview (2:15) Ch 2 Selected Shortcuts (6:34) Ch 3 PivotTable Basics (9:32) Ch 4 Row Fields (6:17) Ch 5 Value Fields (12:32) Ch 6 Column Fields (3:40) Ch 7 Filter Fields (4:10) Homework Activities Excel Version Poll Introductions Forum Post Exercise Workbooks Week 1 Forum Post Quiz Lesson 1 Quiz Additional Resources Answer Files Shortcut Reference Solutions Videos Homework and content related questions forum Shortcut Reference / Index / Glossary	Lesson 2 Lecture Videos Ch 8 Updating Data (11:01) Ch 9 Groups and Subtotals (12:46) Ch 10 Value Formats (5:27) Ch 11 Report Type Comparison - Part 1 (9:38) Ch 11 Report Type Comparison - Part 2 (12:27) Homework Activities Lesson 2 Poll Exercise Workbooks Lesson 2 Forum Post Quiz Lesson 2 Quiz Unlockable Content: The Opposite Additional Resources Answer Files Solutions Videos Related Blog Post Homework and content related questions forum
Lesson 3 Lecture Videos Ch 12 Options (8:05) Ch 13 Report Layout and Design (11:38) Ch 14 Multiple Value Fields (18:46) Ch 15 Calculated Fields (15:49) Ch 16 Calculated Items (9:31) Homework Activities Lesson 3 Poll Exercise Workbooks Lesson 3 Forum Post Quiz Lesson 3 Quiz Unlockable Content: PivotTables Make Everything Just Right Additional Resources Answer Files Solutions Videos Homework and content related questions forum Related Blog Post	Lesson 4 Lecture Videos Ch 17 Show Values As (9:30) Ch 18 Sorting (17:51) Ch 19 Filtering (16:47) Ch 20 Hybrid Reports with GETPIVOTDATA (12:32) Homework Activities Lesson 4 Poll Exercise Workbook Lesson 4 Forum Post Lesson 4 Formula Challenge Quiz Lesson 4 Quiz Unlockable Content: Excel Stop Motion Additional Resources Answer Files Solutions Videos Homework and content related questions forum Related Blog Post
Lesson 5 Lecture Videos Ch 21 Web Data - Part 1 (18:55) Ch 21 Web Data - Part 2 (6:31) Ch 22 External Data - Part 1 (20:59) Ch 22 External Data - Part 2 (9:40) Homework Activities Lesson 5 Poll Exercise Workbooks Lesson 5 Forum Post Quiz Lesson 5 Quiz Unlockable Content: Write-off Additional Resources Answer Files Solutions Videos Related Blog Post Homework and content related questions forum	Lesson 6 Lecture Videos Ch 23 Text Files (11:17) Ch 24 Data Preparation (18:44) Homework Activities Lesson 6 Poll Exercise Workbooks Lesson 6 Forum Post Quiz Lesson 6 Quiz Unlockable Content: Swirling Almonds Additional Resources Answer Files Solutions Videos Related Blog Post Homework and content related questions forum
Lesson 7 Lecture Videos Ch 25 Accounting System Data - Part 1 (17:20) Ch 25 Accounting System Data - Part 2 (5:19) Ch 26 Getting Graphic - Part 1 (13:39) Ch 26 Getting Graphic - Part 2 (10:58) Homework Activities Lesson 7 Poll Exercise Workbooks Rounding Issues Forum Lesson 7 Forum Post Quiz Lesson 7 Quiz Unlockable Content: Amazing Excel Artist Additional Resources Answer Files Solutions Videos Related Blog Post Homework and content related questions forum	Lesson 8 Lecture Videos Graduation (5:20) Exam and Certificate Final Exam Certificate of Completion Homework Activities Course Recap Forum Post Spread the Word Keep in Touch Success Stories Course Evaluation Additional Resources Shortcut Reference Contents at a Glance

Materials

This course teaches the content of the Excel University Volume 3 book. The book chapters are available digitally inside the course during the enrollment period. Obtaining a printed/bound copy of the book is not required.

If you'd like to purchase a printed/bound copy of the book, which is totally optional, you may do so through Amazon.

 

Comments from participants

• "Very engaging, fun class!"


• "Valuable resource to increase personal organization and productivity."


• "Enthusiastic and engaging!"


• "Excellent presenter, would recommend."


• "Very good training, would recommend to other professionals."


• "Being exposed to new formulas and functions was valuable."


• "Book is great for my future reference."


• "Great course, really going to try to implement new things learned."


• "Thank you goes to Jeff for great training- very helpful and useful."


• "Really enjoyed Jeff. Very knowledgeable and great presenter. Exercises were also very helpful."

Objectives

• State the process to create a PivotTable report
• Distinguish between formula-based and PivotTable reports
• Identify three Excel features that can graphically communicate information

Program Level

Intermediate

Prerequisites

Excel University Volumes 1 & 2

Advance Preparation Needed

Ensure you have access to Excel for Windows, preferably versions 2010 or later, so that you can work through the required homework exercises. Excel for Mac is not officially supported.

Delivery Method

QAS Self-study

Recommended CPE Credits

15

Field of Study

Computer Software & Applications

Expiration

Program enrollment is valid for one year and participant must complete the final exam within this time period.

Registration

To register, add this course to your cart by clicking the Buy Now button and then complete the checkout process.

Refund Policy

Full 30-day refund; full refund for any course cancellations or registration into upcoming session if preferred.

Complaint Resolution

For information regarding adminstrative policies such as complaint resolution, please contact Jeff Lenning CPA CITP at 949-200-7688 or via email info@excel-university.com

Official Registry Statement

Excel University, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.