K2's Excel PivotTables for Accountants Webcast | 4183615H

Date :
July 12, 2018 9:00 AM - 4:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Advanced
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00, AA 4.00
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PivotTables quickly analyze and report on large datasets. This course reviews group data (i.e. fiscal period), user-defined calculations, data consolidation, Power Query and Power Pivot functions and more.

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. Extend existing knowledge of PivotTables and learn how to build them which includes grouping data inside PivotTables. Also, learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, discover how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot.

This course is ideal for those who have been leery of working with PivotTables or have struggled to realize their many benefits. With a little information, guidance, and coaching from a K2 instructor walk away equipped with the knowledge to put PivotTables to work in analyzing and reporting on extensive datasets.

Objectives:

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables.
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options.
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables.
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel.
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers.
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts.
  • Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact.

Major Subjects:

  • PivotTable report
  • Grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • External data sources into PivotTable
  • Consolidation PivotTables
  • Power Pivot and Slicers
  • Multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods

Advanced Prep:

 None.

Misc. Information:

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Level of Difficulty:
Advanced
Prerequisites:

 Fundamental understanding of Microsoft Office Excel 2007 or newer.

Designed For:

 Business and financial professionals.

Instructors

Thomas G. Stephens, Jr, CGMA, CITP, CPA

Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, 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, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.

Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education (CPE) courses to accounting and finance professionals. In 2003, 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 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

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, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.

No Agenda or Materials posted.