K2's Eight Awesome PivotTable Features (4 hours - morning) - Webcast
Overview
Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel’s most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you’ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we’ll show you how to get the most out of your PivotTables. These are just some examples 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.
Highlights
- Adding user-defined calculations to PivotTables
- Enhancing PivotTables with Key Performance Indicators
- Using PivotTables to consolidate "standard" Excel reports
- Creative ways to filter PivotTables
- Linking accounting software data into PivotTables
Prerequisites
Working knowledge of PivotTables created using Microsoft Office Excel.
Designed For
Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.
Objectives
- Name at least two benefits of using PivotTables for data consolidation needs.
- List the steps necessary to add Key Performance Indicators to PivotTables.
- Differentiate between Slicer and Timeline filters.
- Identify three types of user-defined calculations in PivotTables.
- Cite examples of potential benefits associated with linking data into PivotTable reports.
Leader(s):
Leader Bios
Thomas Stephens, K2 Enterprises
Tommy Stephens, CPA,CITP, CGMA, received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
- Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
- Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
- Serving as a Chief Financial Officer for an international engineering organization; and
- Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
(6/1/22)
Non-Member Price $250.00
Member Price $195.00