K2's Excel Data Magic: Advanced PivotTables & Power Pivot WEBCAST

Monday, April 20 9:00am - 5:00pm

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8 Credits

Member Price $245.00

Non-Member Price $375.00

Overview

Move beyond manual Excel analysis and reporting. Automate processes to import, manipulate and calculate data, while creating powerful visualizations. Extend PivotTables with Power Query and Power Pivot. In this program, learn how to use automated data queries to link data from external databases into Excel and then transform this data into Data Models. From there, understand how to use Power Pivot and CUBE formulas to streamline the process of summarizing and reporting this data. Also, learn how to take advantage of advanced features such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline reporting processes. 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.

Highlights

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.

Prerequisites

Intermediate to advanced PivotTables skills.

Designed For

Business professionals.

Objectives

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.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Thomas Stephens

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 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 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 nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 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 twenty-nine 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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Non-Member Price $375.00

Member Price $245.00