Eight Awesome PivotTable Features
Online
4.00 Credits
Member Price $160.00
Price will increase by $20 after 9/10
Non-Member Price $225.00
Price will increase by $20 after 9/10
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.
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
Highlights
- Adding user-defined calculations to PivotTables
- Adding user-defined calculations to PivotTables
- 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
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC
Tommy Stephens 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 2,900 educational sessions to over 73,000 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.
Non-Member Price $225.00
Member Price $160.00