High Impact Excel: Answers to Three Pivot Table Questions

On January 30, I led a free, one-hour webinar, High Impact Excel: Pivot Table Edition. If you missed the presentation, it’s too late to get CPE credit, but you can watch an on-demand recording. After the webinar, I held a one-hour Q&A session during which attendees asked me questions about the presentation and Excel. In this article, I’ll share three of the best questions asked by the audience.

1. Lyle, president of an accounting firm, asked: “Rather than using a text file as my raw data, could I connect to a SQL database table or tables instead?”

During the presentation, I showed how to convert a rather ugly text file into an analysis-ready format. The answer to Lyle’s question was a resounding "yes," as shown in Figure 1.

 

Figure 1: Excel pivot tables can be based on connections to an SQL server and other data sources.

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Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.