Prix Fixe: Five Things You Didn't Know About Excel PivotTables WEBINAR

Friday, December 17 12:00pm - 1:00pm PST

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1.0 Credits

Member Price $40.00

Non-Member Price $60.00

Overview

This event is part of the Prix Fixe Bundle. Register for the webinars a la carte, or buy all of them and save with the Prix Fixe CPE Series Bundle!

Highlights

Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with PivotTables barely scratch the surface of all that PivotTables can do for them. For example, did you know that you can build user-defined calculations inside your PivotTables? Were you aware that you can use PivotTables to consolidate multiple reports? Have you found how to add Key Performance Indicators to your PivotTables? These are examples of some of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.

Prerequisites

None.

Designed For

All professionals.

Objectives

Identify the steps necessary to create calculated fields and calculated items in PivotTables. Create formulas using Power Pivot and Data Analysis Expressions. Add Key Performance Indicators to PivotTables. Utilize PivotTables to consolidate multiple non-PivotTable reports. Apply filters to multiple PivotTables and PivotCharts simultaneously.

Preparation

None.

Notice

None.

This event is part of the following bundles:

Leader(s):

Leaders

Thomas Stephens Jr

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 $60.00

Member Price $40.00