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K2's Data Analysis Using Power Pivot

Total Credits: 2 including 2 Accounting - Technical

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ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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


With Power Pivot, your PivotTable reports can become even more powerful than you might have thought possible. This powerful tool can connect directly to many 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 database functionality of Power Pivot provides all the tools necessary for building an intermediary database from multiple data sources. Put Power Pivot to use immediately by participating in this session, which surely will help you improve your analytical and reporting processes.

Basic Course Information

Learning 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

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

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.


Tue, Aug 10, 2021 - 04:00pm to 05:49pm EDT
Fri, Aug 27, 2021 - 10:00am to 11:49am EDT
Wed, Sep 08, 2021 - 12:00pm to 01:49pm EDT
Mon, Sep 27, 2021 - 02:00pm to 03:49pm EDT
Thu, Oct 14, 2021 - 04:00pm to 05:49pm EDT
Fri, Oct 22, 2021 - 10:00am to 11:49am EDT
Sat, Nov 06, 2021 - 12:00pm to 01:49pm EDT
Tue, Nov 16, 2021 - 02:00pm to 03:49pm EST
Thu, Dec 09, 2021 - 04:00pm to 05:49pm EST
Wed, Dec 22, 2021 - 10:00am to 11:49am EST
Mon, Jan 10, 2022 - 12:00pm to 01:49pm EST
Thu, Jan 27, 2022 - 02:00pm to 03:49pm EST
Mon, Feb 14, 2022 - 04:00pm to 05:49pm EST
Thu, Feb 24, 2022 - 10:00am to 11:49am EST
Mon, Mar 14, 2022 - 12:00pm to 01:49pm EDT
Thu, Mar 24, 2022 - 02:00pm to 03:49pm EDT
Mon, Apr 11, 2022 - 04:00pm to 05:49pm EDT
Thu, Apr 28, 2022 - 10:00am to 11:49am EDT
Mon, May 09, 2022 - 12:00pm to 01:49pm EDT
Thu, May 26, 2022 - 02:00pm to 03:49pm EDT
Mon, Jun 13, 2022 - 04:00pm to 05:49pm EDT
Thu, Jun 23, 2022 - 10:00am to 11:49am EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021
Prerequisites Fundamental knowledge of computer operations and Microsoft Office Excel, including creating PivotTables
Advanced Preparation 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
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


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