K2's Excel PivotTables for Accountants

Friday, December 10 7:30am - 3:00pm

(Check-In 7:00am)

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Webinar

Webinar, UT 00000

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8.00 Credits

Member Price $250.00

Non-Member Price $350.00

Overview

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables – including grouping options for fiscal periods – and how to create user-defined calculations in your PivotTables.  You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!

 

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you.  With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.

Highlights

  • Accounting
  • Excel
  • Pivot Tables
  • Computer Software

Prerequisites

Fundamental understanding of Microsoft Office Excel 2007 or newer

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Objectives

Upon completing this course, you should be able to:

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables

  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options

  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables

  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel

  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers

  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering,  Excel’s GETPIVOTDATA function, and PivotCharts

  • Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source,  grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Preparation

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, practice management and marketing, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past thirteen years, Mr. Stephens has presented in excess of 950 educational programs to over 25,000 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-three years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens is a volunteer with the local school system and is an active member of his church. He also 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 $350.00

Member Price $250.00