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Live Webcast Replay

Excel PivotTables – Part II

Total Credits: 4 including 2 Accounting - Technical, 2 Computer Software & Applications - Non-technical

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

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If you are already using PivotTables and are looking to make your reports and analyses even more powerful, then this is the program for you! In this session, you will build upon your existing knowledge of basic PivotTables to make Excel’s best feature even more powerful. More specifically, you will learn how perform such actions as creating user-defined calculation in your PivotTables, advanced data grouping techniques for PivotTable data, how to use Power Pivot to create more advanced PivotTables, and advanced PivotTable tips and techniques to speed the process of creating reports and analyzing data. 

Basic Course Information

Learning Objectives *Create PivotTables and PivotCharts and add advanced elements to PivotTables, such as calculated fields and calculated items *Group PivotTable data based on user-defined fiscal reporting periods *Create enterprise-class PivotTables from large and complex data sets, using Microsoft’s Power Pivot tool *Utilize advanced sorting and filtering techniques, PivotCharts, and GETPIVOTDATA to analyze PivotTable data *Describe how to apply specific PivotTable techniques such as Show Report Filter Pages and VLOOKUPs to solve specific issues associated with PivotTables
Major Subjects *Accounting *Computer Software & Applications

Course Materials


Tommy Stephens Related seminars and products: 22

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.


Fri, Jul 10, 2020 - 08:00a to 12:00p MDT
Wed, Jul 15, 2020 - 12:00p to 04:00p MDT
Sat, Aug 08, 2020 - 08:00a to 12:00p MDT
Mon, Aug 17, 2020 - 12:00p to 04:00p MDT
Wed, Sep 02, 2020 - 08:00a to 12:00p MDT
Fri, Sep 18, 2020 - 12:00p to 04:00p MDT
Mon, Oct 05, 2020 - 08:00a to 12:00p MDT
Thu, Oct 22, 2020 - 12:00p to 04:00p MDT
Tue, Nov 03, 2020 - 08:00a to 12:00p MST
Sat, Nov 21, 2020 - 12:00p to 04:00p MST
Mon, Dec 07, 2020 - 08:00a to 12:00p MST
Wed, Dec 16, 2020 - 12:00p to 04:00p MST

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel PivotTables
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to build upon their existing knowledge of PivotTables to create more powerful reports and analyses
Original Recording Date 09/14/2017
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 08/01/2017

Additional Information

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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.7

Total Reviews: 107


William D

"Great Class"

Julie R - Bellevue, Washington

"Loved it - really need it now that clients use so many online apps to run their sales data."

Charles P

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Brian S

" "

Laray L

"Excellent course. Really eye opening into how I can make my pivot tables more meaningful and powerful."

Reenie F

" "

Wayne B

"One of the most valuable courses i have taken!"

Maria T

" "

Kimberly T

"Great information! "

Jason T

"Great course!"

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