Excel PivotTables - Part II WEBCAST

Friday, September 18 11:00am - 3:00pm

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4 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

If you are already using PivotTables and are looking to make your reports and analyses even more powerful, then this is the program for you! In this session, you will build upon your existing knowledge of basic PivotTables to make Excel’s best feature even more powerful. More specifically, you will learn how perform such actions as creating user-defined calculation in your PivotTables, advanced data grouping techniques for PivotTable data, how to use Power Pivot to create more advanced PivotTables, and advanced PivotTable tips and techniques to speed the process of creating reports and analyzing data.

Highlights

Accounting, Computer Software & Applications

Prerequisites

Fundamental knowledge of Microsoft Excel PivotTables

Objectives

Create PivotTables and PivotCharts and add advanced elements to PivotTables, such as calculated fields and calculated items, Group PivotTable data based on user-defined fiscal reporting periods, Create enterprise-class PivotTables from large and complex data sets, using Microsoft’s Power Pivot tool, Utilize advanced sorting and filtering techniques, PivotCharts, and GETPIVOTDATA to analyze PivotTable data, Describe how to apply specific PivotTable techniques such as Show Report Filter Pages and VLOOKUPs to solve specific issues associated with PivotTables

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 $159.00

Member Price $129.00