K2’s Excel PivotTables for Accountants - Connecticut Society of CPAs

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Overview

Many business professionals consider PivotTables 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 extend your existing knowledge, then this course is for you!

In this dynamic and engaging session, you'll master how to:
•   Build PivotTables from scratch
•   Group data inside PivotTables, including options for fiscal periods
•   Create user-defined calculations in your PivotTables

We start with the fundamentals and quickly move to advanced techniques, including:
•   Building PivotTables that consolidate data from multiple ranges
•   Connecting PivotTables dynamically to external databases and financial accounting systems
•   Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot

This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

Objectives

Identify the six main elements of a PivotTable report and their use when creating PivotTables
Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
Determine the best process by which to link and import data from external data sources into PivotTables
Use Consolidation PivotTables to consolidate data from multiple data sources in Excel
Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers
Select appropriate tools and techniques, such as sorting, filtering, and Excel's GETPIVOTDATA function, to analyze data summarized in PivotTables

Highlights

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
Formatting PivotTables
Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query
Analytical techniques available in PivotTables

Designed For

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

Prerequisites

Fundamental knowledge of Microsoft Excel

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Thomas Stephens Jr., CPA.CITP, CGMA, Shareholder, K2 Enterprises, LLC

Leader Bios

Thomas Stephens Jr., CPA.CITP, CGMA, 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.

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