Livestream Only: K2's Eight Awesome PivotTable Features

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Instructor

Tommy
Stephens

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Tommy Stephens Jr., CPA.CITP,CGMA

Bio

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.
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.

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.

Learning 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

Major Topics

Creative ways to filter PivotTables
Linking accounting software data into PivotTables
Adding user-defined calculations to PivotTables
Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports

CPE Credits Available

4 CPE Credits

4: General

Things to Know About This Course

Course Level

Intermediate

Professional Area of Focus

Information Technology
Specialized Knowledge
Computer Software & Applications
Excel

Prerequisites

Working knowledge of PivotTables created using Microsoft Office Excel

Provider

K2 Enterprises

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