Data Analysis with Power Pivot

2 Credits: Accounting


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Course Level
CPE Credits

2 Credits: Accounting

Course Description

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.

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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
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Course Specifics

Course ID
Revision Date
January 13, 2022

Fundamental knowledge of computer operations and Microsoft Office Excel, including creating PivotTables

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) 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 internal controls for …