CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
2 Credits: Accounting

Course Description

With Power Pivot, your PivotTable reports can become even more powerful than you might have thought possible. This amazing tool can connect directly to many common external data sources to link data directly into your reports. Alternatively, you can use it in conjunction with Power Query for superior data import and transformation capabilities. Further, DAX functions allow you to create sophisticated calculations in your PivotTables, adding even more analytical capabilities. And the relational functionality of Power Pivot provides all the tools necessary for creating an intermediary database from multiple data sources. Put Power Pivot to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes.

MAJOR SUBJECTS COVERED

  • Creating and managing data models using Power Pivot
  • Adding user-defined formulas to data models using Data Analysis Expressions
  • Using Power Pivot to link accounting data into data models for financial reporting

Learning Objectives

Upon completing this course, you should be able to:

  • Differentiate between ordinary PivotTables and those created with Power Pivot
  • Identify the advantages of working with Power Pivot
  • Explain the procedure for building a PivotTable using Power Pivot
  • Define Data Models, Data Analysis Expressions, and Key Performance Indicators

Course Specifics

Course ID
WC11206837
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Data Analysis With Power Pivot

CPE CREDITS
2 Credits: Accounting

$125.00

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
2 Credits: Accounting

Course Description

With Power Pivot, your PivotTable reports can become even more powerful than you might have thought possible. This amazing tool can connect directly to many common external data sources to link data directly into your reports. Alternatively, you can use it in conjunction with Power Query for superior data import and transformation capabilities. Further, DAX functions allow you to create sophisticated calculations in your PivotTables, adding even more analytical capabilities. And the relational functionality of Power Pivot provides all the tools necessary for creating an intermediary database from multiple data sources. Put Power Pivot to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes.

MAJOR SUBJECTS COVERED

  • Creating and managing data models using Power Pivot
  • Adding user-defined formulas to data models using Data Analysis Expressions
  • Using Power Pivot to link accounting data into data models for financial reporting

Learning Objectives

Upon completing this course, you should be able to:

  • Differentiate between ordinary PivotTables and those created with Power Pivot
  • Identify the advantages of working with Power Pivot
  • Explain the procedure for building a PivotTable using Power Pivot
  • Define Data Models, Data Analysis Expressions, and Key Performance Indicators

Course Specifics

Course ID
WC11206837
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Data Analysis With Power Pivot

CPE CREDITS
2 Credits: Accounting

$125.00