K2's Excel Tables And Data Models: Efficiently Managing, Analyzing & Reporting Your Data Webcast | 4193639M

Date :
March 25, 2020 9:00 AM - 4:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Advanced
Member Price :
295.00
Nonmember Price :
400.00
CPE Credits :
CPE 8.00
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Tables and data models are needed to efficiently manage, analyze, and report in Excel which goes beyond traditional ranges of data. Harness the power of these tools in this course.

Two of Excel’s best, but little known, features about tables and data models allow users to process large volumes of data into dynamic reports and analytical elements with greater ease, accuracy, and speed.

Far more than just a formatting tool, tables should revolutionize how one works with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models—a means of joining, or relating, two or more tables together—and the recipe for unparalleled efficiency for managing, analyzing, and reporting with Excel is available.

Objectives:

  • List the key features and advantages of working with tables and data models.
  • Create tables and data models in Excel, including using Power Query to reference data from external data sources into tables and data models.
  • Construct formulas in tables using Structured References, including formulas that refer to tables in other worksheets and workbooks.
  • Build Data Analysis Expressions in Data Models to extend their usefulness.
  • Use tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts.
  • Use Excel’s Power Pivot tools to summarize large data models with extreme ease.
  • Sort and filter data in tables, including applying Slicer filters.
  • Generate financial reports and data analyses—including PivotTables—which reference information from tables and data models and update dynamically.

Major Subjects:

  • Tables and data models
  • Power Query
  • Structured References
  • Data Analysis Expressions in Data Models
  • Automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
  • Power Pivot tools
  • Slicer filters
  • Financial reports and data analyses—including PivotTables

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Advanced
Field of Interest:
Computer Software and Applications
Prerequisites:

Fundamental knowledge of Microsoft Office Excel.

Designed For:

Accounting and business 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.