K2's Excel Data Magic, Including Advanced PivotTables & power pivot Acquiring, Analyzing & Visualizing Your Data Webcast | 4203617A

Date :
June 29, 2020 5:00 AM - 12:30 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Leave manual reporting behind. Move into the world of automatically linking data into Excel for analyzing, reporting, and preparing visualizations. Use tools such as Power Query and Power Pivot, to leverage your existing knowledge of PivotTables to do more. Summarizing, analyzing, and reporting potentially very large volumes of data.
Explore automated data queries to link data from external databases to Excel. Transform data into Data Models. Learn Power Pivot and CUBE formulas to streamline summarizing and reporting of data. See advanced features including Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline reporting. Create compelling visualizations of summarized data to communicate the true meaning behind the numbers.

Note: This program is an advanced-level course. Many of the concepts in this course depend upon access to Power Pivot, Power Query, and Power View, available only in the Windows-based premium editions of Excel 2013 and Excel 2016.





  • Construct and manage links from external data sources into Excel for the automatic acquisition of data.
  • Define, build, and manage Data Models and build PivotTables from these objects.
  • Create PivotTables using Power Pivot, including PivotTables that summarize data from multiple data sources.
  • Utilize Data Analysis Expressions and other tools to add calculations to PivotTables.
  • Add features such as Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables.
  • Create compelling visualizations of the data in your Power Pivot-based PivotTables using PivotCharts and Power View.

Major Subjects:

  • External data sources into Excel
  • Data Models and build PivotTables
  • Power Pivot, including PivotTables that summarize data from multiple data sources
  • Data Analysis Expressions
  • Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables



Advanced Prep:




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

Full understanding of intermediate to advanced PivotTables

Designed For:

Business professionals using the Windows-based premium editions of Excel 2013 and Excel 2016 who are seeking to extend their knowledge of Excel as a reporting tool



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.


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