K2's Road to Excellence - Part 8
Excel PivotTables, Part 1 and Adagio
Thursday May 9, 2019 at 12.00pm ET

This is the eighth in a series of sessions in Excel that will provide you with the information you need to become an Excel expert. In this session we turn our attention to PivotTables that are the most powerful feature of Excel, yet few accountants and bookkeepers use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. After this webinar you will be ready to begin using PivotTables to accomplish routine analysis and reporting.

Learning Objectives

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details

Adagio and Excel - Useful Integration in the Accounting Department
Excel is the most popular accounting module on the planet. The ease with which you can move data in and out of your accounting software will contribute significantly to your quality of life!

Find out the comprehensive integration with Excel that Adagio offers, including:
  • Template driven imports and exports for all master and transaction file
  • An ExcelDirect button that drops any grid directly into Excel as a formatted table
  • An ExcelDirect button in the financial reporter that can send a full set of financial statements to Excel as a single workbook
  • ExcelDirect Print buttons on all major module reports that send the most important reports to Excel already formatted as a table
  • Adagio GridView which allows the easy generation of custom inquiries into the accounting data
  • Adagio ODBC which allows industry standard tools to connect directly to the accounting data

Learning Objectives

  • Discuss the need to transfer data between the accounting and other software
  • Learn the benefits of Excel tables
  • See how Adagio allows easy integration with external systems
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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