The course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.
The course is presented in four parts.
First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.
Second, the course illustrates how to build a self-service dashboard using: o pivot tables o pivot charts o slicers o timeline
Third, the course provides 5 extreme hacks for pivot tables including: o How to collapse 12 months data into 1 field? o How to break free of Pivot Tables? o How to use Power Pivot without opening Power Pivot? o How to connect tables without using VLOOKUP()?
Last, the course explores best practices in building a dashboard. They include: o Do follow data table naming convention o Do fix changing column width o Do keep column/bar charts sorted o Do add a heat map for pivot tables
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Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
