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Live Webcast Replay

K2'S Eight Awesome PivotTable Features


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

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.

Basic Course Information

Learning Objectives
  • Identify three types of user-defined calculations in PivotTables
  • List the steps necessary to add Key Performance Indicators to PivotTables
  • Name at least two benefits of using PivotTables for data consolidation needs
  • Differentiate between Slicer and Timeline filters
  • Cite examples of potential benefits associated with linking data into PivotTable reports

Major Subjects
  • 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

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


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. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Fri, May 02, 2025 - 04:00pm to 06:00pm EDT
Sat, May 31, 2025 - 02:00pm to 04:00pm EDT
Mon, Jun 09, 2025 - 10:00am to 12:00pm EDT
Fri, Jun 27, 2025 - 12:00pm to 02:00pm EDT
Thu, Jul 03, 2025 - 04:00pm to 06:00pm EDT
Thu, Jul 31, 2025 - 02:00pm to 04:00pm EDT
Sat, Aug 09, 2025 - 10:00am to 12:00pm EDT
Wed, Aug 27, 2025 - 12:00pm to 02:00pm EDT
Thu, Sep 04, 2025 - 04:00pm to 06:00pm EDT
Tue, Sep 30, 2025 - 02:00pm to 04:00pm EDT
Thu, Oct 09, 2025 - 10:00am to 12:00pm EDT
Mon, Oct 27, 2025 - 12:00pm to 02:00pm EDT
Tue, Nov 04, 2025 - 04:00pm to 06:00pm EST
Mon, Nov 24, 2025 - 02:00pm to 04:00pm EST
Tue, Dec 09, 2025 - 10:00am to 12:00pm EST
Sat, Dec 27, 2025 - 12:00pm to 02:00pm EST
Tue, Jan 06, 2026 - 04:00pm to 06:00pm EST
Fri, Jan 30, 2026 - 02:00pm to 04:00pm EST
Mon, Feb 09, 2026 - 10:00am to 12:00pm EST
Fri, Feb 27, 2026 - 12:00pm to 02:00pm EST
Wed, Mar 04, 2026 - 04:00pm to 06:00pm EST
Mon, Mar 30, 2026 - 02:00pm to 04:00pm EDT
Thu, Apr 09, 2026 - 10:00am to 12:00pm EDT
Mon, Apr 27, 2026 - 12:00pm to 02:00pm EDT
Mon, May 04, 2026 - 04:00pm to 06:00pm EDT
Sat, May 30, 2026 - 02:00pm to 04:00pm EDT

Additional Info

Basic Course Information

Prerequisites Working knowledge of PivotTables created using Microsoft Office Excel
Advanced Preparation None
Designed For

 Business professionals seeking to improve their knowledge of Excel PivotTables


Original Recording Date 2025
Course Developer K2 Enterprises 
Date Added to Catalog 03/17/25
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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