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Excel PivotTables – Part I

Total Credits: 4 including 2 Accounting - Technical, 2 Computer Science

Average Rating:
Tommy Stephens
Course Levels:
4 Hours
Access for 30 day(s) after program date.

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PivotTables are the most powerful feature of Excel, yet few business professionals use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from your instructor, you will be ready to take advantage of PivotTables to perform routine data analysis and reporting more quickly and more effectively than ever. In this session, you will learn the nuts-and-bolts of PivotTables, setting the stage for greater productivity than perhaps you can even imagine!

Basic Course Information

Learning Objectives *Identify and define the six main elements of a PivotTable report *Create PivotTables that summarize large volumes of data *Apply specific formatting techniques to PivotTables *Create a PivotTable that links data from an external data source, such as an accounting database *Consolidate multiple ranges of data quickly and easily using PivotTables
Major Subjects *Accounting *Computer Software & Applications

Course Materials


Tommy Stephens Related seminars and products: 19

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle – his wife of thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.


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Sat, Dec 19, 2020 - 09:00a to 01:00p CST

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to use the power of Excel PivotTables to analyze and summarize data
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., (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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.7

Total Reviews: 161


Charles P

" "

R. U

"Great Presentation"

UnHi P - x

" "

Pamela M - CEDAR HILL, Texas

" "

Jodi M - Elkton, Maryland

" "

Robert B

"By far, the best explanation and demonstration of the uses for pivot tables that I have attended. I now have uses in mind that I never did before."

Jason T

"Great course!"

Kerry D

"He was excellent. He spoke clearly and made it easy to follow with good examples"

Kelly M

"Great course"

Thomas F - Peabody, Massachusetts

"Excellent course!"

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