K2'S 2022 Eight Awesome PivotTable Features
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 85
- Categories:
- ACPEN INDUSTRY | Industry | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
Description
Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you’ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we’ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.
Basic Course Information
Learning Objectives- Identify three types of user-defined calculations in PivotTables
- List the steps necessary to add Key Performance Indicators to PivotTables
- Name at least two benefits of using PivotTables for data consolidation needs
- Differentiate between Slicer and Timeline filters
- Cite examples of potential benefits associated with linking data into PivotTable reports
Major Subjects
- Adding user-defined calculations to PivotTables
- Enhancing PivotTables with Key Performance Indicators
- Using PivotTables to consolidate “standard” Excel reports
- Creative ways to filter PivotTables
- Linking accounting software data into PivotTables
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
Faculty
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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA 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 Working knowledge of PivotTables created using Microsoft Office ExcelAdvanced Preparation None
Designed For
Business professionals seeking to improve their knowledge of Excel PivotTables
Original Recording Date 2025
Course Developer K2 Enterprises
Date Added to Catalog 03/17/25
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease 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
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|