Webinar: PivotTables 101

WK257  |  Partner Virtual Events  |  Intermediate  |  Scheduled


PivotTables may be challenging at first, but with a little instruction and guidance, they will become part of your regular repertoire for data analysis and reporting. This session begins with basic PivotTables and progresses to advanced PivotTable topics. Don't miss this opportunity to get started with PivotTables, the most powerful feature in Excel.


Number of Credits Type of Credits
2 Other


Good working knowledge of Excel


Creating simple PivotTable reports Rearranging reports in the PivotTable task pane Applying built-in and custom grouping Drilling down to details in the underlying data Creating calculated fields and items Using advanced data summarization techniques


Upon completing this course, you should be able to:

  • Identify the six parts of a PivotTable
  • Describe the process of creating PivotTables using drag-and-drop
  • Create calculated fields and calculated items in PivotTables
  • Apply built-in grouping to date fields
  • Use special data summarization techniques to calculate period to period differences and YTD totals in PivotTable reports




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
Your Price: $79.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 21, 2017.


Steven M. Phelan, CPA

Steven M. Phelan, CPA
Associate, K2 Enterprises
Oklahoma City, OK

Steven M. Phelan, CPA is currently a tax manager and assistant technology manager at North Bay Associates, a family group office based in Oklahoma City, Oklahoma.  He also owns a small tax and accounting practice as a side business.  Prior to this, he spent 12 years in public accounting practice, with a primary focus on tax and technology consulting.  He is a Certified Public Accountant and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as the newest member of the K2 Enterprise team where he speaks throughout the nation.  Session topics include a variety of computer software titles, such as Excel, Word and QuickBooks as well as covering general technology topics.
Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews various tax and accounting related software solutions.

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