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How to Use Excel Pivot Tables for Auditing Purposes and More

Could your card program benefit from cost-effective auditing tools that reduce manual efforts? Look no further than Microsoft® Excel 2007 pivot tables! Maggie Clarke, CPCP, has taught dozens of individuals within her organization how to build and use pivot tables for data analysis purposes. During this webinar recording, she'll walk you through the process step-by-step, providing pointers and demonstrating how it works within the Excel 2007 program. She will also demonstrate how she uses look-up formulas to apply specific business rules.


What do you get?

Link to recorded webinar (expires 30 days after purchase) through the GoToWebinar solution.

Target Audience: Anyone looking for a professional development opportunity—regardless of card experience level.
Duration: This presentation is approximately 90 minutes in duration.
Original Presentation Date: July 21, 2011
CPCP Points: You must be the purchaser of this presentation to earn 0.25 point toward CPCP initial eligibility or recertification.


About the Speaker:

Maggie Clarke, CPCP, has been with the State of Georgia since 1990 and has more than 25 years accounting and auditing experience. Maggie spent seven of those years as the Cost Accounting Manager for the Department of Transportation, which handles the accounting and auditing responsibilities for both the Purchasing Card and Fuel Card programs. She moved to the Georgia Department of Administrative Services, State Purchasing Division, in 2006 and is now an audit supervisor responsible for developing and implementing continuous monitoring of Purchasing Card and Fuel Card transactions on a statewide basis.

While serving in this statewide audit capacity, Maggie has developed audit resources to provide guidance to state entities on how they can audit more of the card program than just the transaction documentation. She has also developed a classroom course that she teaches on a monthly basis for card program administrators, internal auditors, and others interested in how to audit the program.

Maggie earned the Certified Purchasing Card Professional (CPCP) designation in October 2008. In addition to this designation, Maggie also has the Certified Purchasing Professional (CPP) designation and the Georgia Certified Purchasing Associate designation sponsored by her state agency.

Overall Feedback: All attendees (except one) who submitted an evaluation of this event rated it as "good" or higher; further, 75% of the evaluations noted "very good" or "excellent." Similarly, 75% of the evaluations noted that the content was appropriate (i.e., "just right"); a couple attendees viewed it as too advanced and a couple viewed it as too basic. Overall, just one person expressed dissatisfaction, but didn't provide any specific comments.


Attendee Comments:

  • This was the most useful and informative webinar I've ever participated in.
  • I would like more detail on using formulas to draw data out of a large spreadsheet into a pivot table.
  • The final section on the formulas was rushed.
  • I thought it was very good and informative—nice presentation.
  • This presentation was very detailed and probably could be spread out to a couple of sessions. I got lost in the subject matter… I found it very informative and plan to create my own pivot tables. Overall, I truly enjoyed the presentation and picked up some really good information.
  • It was very helpful and informative. I'm so excited to put the lessons I learned to use.
  • Other than technical difficulties, the presentation was pretty good. I was able to take away some ideas for my program management.

Note: There were a few times when speaker's audio faded.



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