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K2’s Excel PivotTables for Accountants

Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
Tommy Stephens
Course Levels:
8 hours
Access for 30 day(s) after program date.

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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.

Basic Course Information

Learning 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

Major Subjects
  • Accounting
  • Excel
  • Pivot Tables
  • Computer Software

Course Materials


Tommy Stephens Related seminars and products: 46

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 provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 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, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.  Over the past twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 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 thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens 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.


Mon, Mar 01, 2021 - 09:30am to 05:12pm EST
Sat, Mar 06, 2021 - 09:30am to 05:12pm EST
Thu, Apr 01, 2021 - 09:30am to 05:12pm EDT
Tue, Apr 06, 2021 - 01:30pm to 09:12pm EDT
Sat, May 01, 2021 - 09:30am to 05:12pm EDT
Thu, May 06, 2021 - 01:30pm to 09:12pm EDT
Tue, Jun 01, 2021 - 09:30am to 05:12pm EDT
Tue, Jun 08, 2021 - 01:30pm to 09:12pm EDT
Thu, Jul 01, 2021 - 09:30am to 05:12pm EDT
Tue, Jul 06, 2021 - 01:30pm to 09:12pm EDT
Wed, Aug 04, 2021 - 09:30am to 05:12pm EDT
Sat, Aug 07, 2021 - 09:30am to 05:12pm EDT
Wed, Sep 01, 2021 - 09:30am to 05:12pm EDT
Thu, Sep 09, 2021 - 01:30pm to 09:12pm EDT
Fri, Oct 01, 2021 - 09:30am to 05:12pm EDT
Wed, Oct 06, 2021 - 08:30am to 04:12pm EDT
Mon, Nov 01, 2021 - 09:30am to 05:12pm EDT
Sat, Nov 06, 2021 - 09:30am to 05:12pm EDT
Wed, Dec 01, 2021 - 09:30am to 05:12pm EST
Thu, Dec 16, 2021 - 10:30am to 06:12pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental understanding of Microsoft Office Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.5

Total Reviews: 8

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