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Live Webcast

Excel PivotTables – Part II


Total Credits: 4 including 2 Accounting - Technical, 2 Computer Software & Applications - Non-technical

Average Rating:
   124
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 40 day(s) after program date.

Dates


Description

If you are already using PivotTables and are looking to make your reports and analyses even more powerful, then this is the program for you! In this session, you will build upon your existing knowledge of basic PivotTables to make Excel’s best feature even more powerful. More specifically, you will learn how perform such actions as creating user-defined calculation in your PivotTables, advanced data grouping techniques for PivotTable data, how to use Power Pivot to create more advanced PivotTables, and advanced PivotTable tips and techniques to speed the process of creating reports and analyzing data. 

Basic Course Information

Learning Objectives *Create PivotTables and PivotCharts and add advanced elements to PivotTables, such as calculated fields and calculated items *Group PivotTable data based on user-defined fiscal reporting periods *Create enterprise-class PivotTables from large and complex data sets, using Microsoft’s Power Pivot tool *Utilize advanced sorting and filtering techniques, PivotCharts, and GETPIVOTDATA to analyze PivotTable data *Describe how to apply specific PivotTable techniques such as Show Report Filter Pages and VLOOKUPs to solve specific issues associated with PivotTables
Major Subjects *Accounting *Computer Software & Applications

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel PivotTables
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to build upon their existing knowledge of PivotTables to create more powerful reports and analyses
Original Recording Date 09/14/2017
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 08/01/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

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Overall:      4.7

Total Reviews: 124

Comments

Karen F

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William D

"Great Class"

Julie R - Bellevue, Washington

"Loved it - really need it now that clients use so many online apps to run their sales data."

Charles P

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Brian S

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Laray L

"Excellent course. Really eye opening into how I can make my pivot tables more meaningful and powerful."

Reenie F

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Wayne B

"One of the most valuable courses i have taken!"

Maria T

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Kimberly T - Carrollton, Texas

"Great information! "