This message is sent to you by AccountingNewswatch

Microsoft® Excel® Pivot Tables for Inventory Management

Date: Friday, March 23, 2018
Time: 12:00 - 1:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00


See live demonstrations on how to use Pivot Tables to get faster, better information in order to understand trends and improve cash flow.

Many inventory management systems are either too cumbersome, too inflexible, or under-featured to be able to manage all aspects of inventory in-software.

 Furthermore, most professionals involved in inventory management are provided with Excel® training that is limited to basic databases and optimization - and they are too busy to stay on top of every improvement and new feature in Excel® that can save significant time with every report.

 This topic helps the persons responsible for inventory management to get faster, better information in order to understand trends, minimize/reduce errors, and make decisions that directly impact company cash flow. The material also includes demonstrations of PivotTables, PivotCharts, Slicers, Timelines, Tables, and the mighty Data Model which allows a single PivotTable to be created from more than one underlying database.

Learning Objectives:

  • You will be able to define error trapping and visualize templates you can build to identify and correct errors in the inventory records.
  • You will be able to describe an effective and powerful visual dashboard for managing inventory.
  • You will be able to recognize opportunities to dramatically save time with Excel®'s Data Model.
  • You will be able to discuss techniques for designing the databases underlying a PivotTable.

This Live Webinar Covers These Hot Issues:

Trend Analysis and Operations

  • Ordering Raw Materials in a Manufacturing Environment
  • Creating an Interactive Visual Dashboard
  • Designing the Underlying Database

Error Trapping

  • Item Naming Conventions
  • Formula or Default Overrides
  • Negative Inventory Quantities

Advanced Techniques

  • Using Lookup Tables
  • Deploying the Data Model for Multi-Table Combinations

Credit Information (Sponsored by Lorman Education Services)

  • CPE
  • ISM
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Jaime Campbell, CPA, MBA, Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Can be contacted at, (704) 837-0185, on Twitter® @jcampbellcpa, or

(Not available outside the US)