K2's Collaboration Tools And Best Practices

K2's Collaboration Tools And Best Practices

K2’s Collaboration Tools And Best Practices

Information Technology
2 CPE Credits
Course - K2's Collaboration Tools And Best Practices
25c-colltbp
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • The primary drivers of collaboration
  • Who are the leading collaboration technology providers
  • Why collaboration sometimes fails
  • Best practices to facilitate collaboration
  • Today’s leading collaboration providers and tools

Learning Objectives

  1. List at least three drivers for today’s collaboration needs
  2. Differentiate between key technology providers in the field of collaboration
  3. Specify examples of policies and procedures that can enhance collaborative efforts
  4. Name key benefits and risks associated with collaboration

Description

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Compliance Information

Business professionals seeking to create or enhance collaboration in their work environments None Information Technology 2 Credits January 1, 2025
Topics

Overview

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Course Details

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

  1. Identify the six main elements of a PivotTable report and their use when creating PivotTables
  2. Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  3. Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  4. Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  5. Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  6. Analyze data in PivotTables using tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function
  7. Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Intended Audience — Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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