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Need last-minute WBOA-required ethics credits? Check out this self-study program: Washington Ethics and New Developments with Mark Hugh 2024 - ON DEMAND

Data Analysis with Power Pivot FLEXCAST

Available Until

Your Desk

2.0 Credits

Member Price $98.00

Non-Member Price $113.00

Overview

Elevate your data analysis skills with our course on Power Pivot, a tool that revolutionizes PivotTable reporting. This course stands out by offering in-depth training on how Power Pivot can enhance your data analysis capabilities beyond traditional PivotTables. You will learn to connect directly to various data sources, integrating them into your reports for richer insights. The course also covers Power Query’s superior data import and transformation capabilities and teaches you to master DAX functions for sophisticated calculations. Additionally, you will gain hands-on experience in building relational databases using Power Pivot, merging data from diverse sources. This session is an invaluable opportunity to enhance your analytical prowess and reporting processes, making you a more proficient and insightful data analyst.

Highlights

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations

Prerequisites

None.

Designed For

Accountants and business professionals who are seeking to improve financial analysis processes by taking advantage of the Power Pivot feature found in Windows-based versions of Excel.

Objectives

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.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.

Leader(s):

Leader Bios

Thomas Stephens Jr, Partner, K2 Enterprises, LLC

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 provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, 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 nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 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 twenty-nine 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.

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Non-Member Price $113.00

Member Price $98.00