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Live Webcast Replay

Next Generation Excel Reporting

Total Credits: 2 including 2 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Industry
Tommy Stephens
Course Levels:
2 Hour
Access for 30 day(s) after program date.

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


New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

Basic Course Information

Learning Objectives

Upon completing this session, you should be able to:

  • List some of the deficiencies associated with traditional Excel-based reporting
  • Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  • Create data queries and transformations using Power Query
  • Identify the steps for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable

Major Subjects
  • Key issues with traditional reporting models
  • The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
  • How to create “repeatable/refreshable” reports in Excel that link data from external data sources

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.


Wed, Mar 10, 2021 - 02:00pm to 03:51pm EST
Wed, Mar 24, 2021 - 04:00pm to 05:51pm EDT
Fri, Apr 02, 2021 - 10:00am to 11:51am EDT
Mon, Apr 19, 2021 - 12:00pm to 01:51pm EDT
Mon, May 10, 2021 - 02:00pm to 03:51pm EDT
Fri, May 28, 2021 - 04:00pm to 05:51pm EDT
Fri, Jun 11, 2021 - 10:00am to 11:51am EDT
Tue, Jun 29, 2021 - 12:00pm to 01:51pm EDT
Thu, Jul 15, 2021 - 02:00pm to 03:51pm EDT
Thu, Jul 29, 2021 - 04:00pm to 05:51pm EDT
Fri, Aug 13, 2021 - 10:00am to 11:51am EDT
Mon, Aug 30, 2021 - 12:00pm to 01:51pm EDT
Thu, Sep 16, 2021 - 02:00pm to 03:51pm EDT
Thu, Sep 30, 2021 - 04:00pm to 05:51pm EDT
Sat, Oct 16, 2021 - 10:00am to 11:51am EDT
Thu, Oct 28, 2021 - 12:00pm to 01:51pm EDT
Mon, Nov 15, 2021 - 02:00pm to 03:51pm EST
Tue, Nov 30, 2021 - 04:00pm to 05:51pm EST
Wed, Dec 08, 2021 - 10:00am to 11:51am EST
Wed, Dec 29, 2021 - 12:00pm to 01:51pm EST

Additional Info

Basic Course Information

Original Recording Date 06/01/2020
Date Added to Catalog 06/17/2020
Prerequisites None
Advanced Preparation None
Designed For All
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:      4.7

Total Reviews: 12

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