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Live Webcast Replay

K2'S 2022 Eight Awesome PivotTable Features

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

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

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


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


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

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


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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 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 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.


Mon, Feb 26, 2024 - 11:00am to 12:56pm MST
Thu, Feb 29, 2024 - 09:00am to 10:56am MST
Sat, Mar 02, 2024 - 12:00pm to 01:56pm MST
Wed, Mar 13, 2024 - 12:30pm to 02:26pm MDT
Wed, Mar 13, 2024 - 02:00pm to 03:56pm MDT
Mon, Mar 18, 2024 - 11:00am to 12:56pm MDT
Fri, Mar 22, 2024 - 07:00am to 08:56am MDT
Sat, Mar 30, 2024 - 09:00am to 10:56am MDT
Wed, Apr 03, 2024 - 09:00am to 10:56am MDT
Wed, Apr 03, 2024 - 12:30pm to 02:26pm MDT
Mon, Apr 08, 2024 - 11:00am to 12:56pm MDT
Sat, Apr 13, 2024 - 12:00pm to 01:56pm MDT
Mon, Apr 22, 2024 - 02:00pm to 03:56pm MDT
Wed, Apr 24, 2024 - 12:30pm to 02:26pm MDT
Mon, Apr 29, 2024 - 11:00am to 12:56pm MDT
Thu, May 02, 2024 - 07:00am to 08:56am MDT
Thu, May 09, 2024 - 09:00am to 10:56am MDT
Wed, May 15, 2024 - 12:30pm to 02:26pm MDT
Mon, May 20, 2024 - 11:00am to 12:56pm MDT
Thu, May 23, 2024 - 12:00pm to 01:56pm MDT
Sat, May 25, 2024 - 09:00am to 10:56am MDT
Wed, Jun 05, 2024 - 12:30pm to 02:26pm MDT
Mon, Jun 10, 2024 - 11:00am to 12:56pm MDT
Wed, Jun 12, 2024 - 07:00am to 08:56am MDT
Sat, Jun 15, 2024 - 02:00pm to 03:56pm MDT
Thu, Jun 20, 2024 - 09:00am to 10:56am MDT
Wed, Jun 26, 2024 - 12:30pm to 02:26pm MDT
Sat, Jun 29, 2024 - 12:00pm to 01:56pm MDT

Additional Info

Basic Course Information

Prerequisites Working knowledge of PivotTables created using Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals who are seeking to stay abreast of major technology developments
Original Recording Date 2022
Course Developer K2 Enterprises 
Date Added to Catalog 03/15/2022
Yellow Book No

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:      4.8

Total Reviews: 57


Gary W

"Excellent instructor. Speed was a little fast at the end but great tools to practice along with."

Argabright D - Vinton, Virginia

"I enjoyed the course. I am not proficient in Pivot tables, but certainly the instructor is. Thanks. "

Natalia S

"Great class! I learned a lot of new tools. I would say that familiarity with the basics of Pivot tables is necessary."

Ronald Z

" "

Timothy H - Sioux Falls, South Dakota

"K2 programs never disappoint. Professionally presented, extremely well prepared instructors."

Svetlana R - deland, Florida

"Excellent class!"

Alayna H

" "

Andrew B - San Antonio, Texas

"Well done!"

Jerri H - Beulaville, North Carolina

"Excellent course with practical applications. Thoroughly enjoyed Tommy's presentation"