CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and newer. The Data Model is the core foundation of Power Pivot. With this feature,  you can 1) relate multiple Excel tables, 2) build PivotTables on multiple data sources, 3) import data from external data sources, and 4) analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports. This session will provide the knowledge and skill necessary to take full advantage of this amazing tool in Excel.

MAJOR TOPICS COVERED

  • Understanding the fundamentals of data models
  • Creating simple data models from Excel tables
  • Building and adding to data models with Power Query
  • Working with data in a Power Pivot, including managing relationships
  • Constructing PivotTables that use data models as data sources

Learning Objectives

Upon completing this session, you should be able to:

  • Define the Excel Data Model;
  • List the advantages of using the Data Model as a PivotTable data source;
  • Create PivotTables from data stored in multiple related Tables;
  • Create relationships between Tables in Excel; and
  • Identify the process of connecting to external data sources.

Course Specifics

Course ID
WC12206848
Revision Date
March 23, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. 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 …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Mastering The Excel Data Model

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and newer. The Data Model is the core foundation of Power Pivot. With this feature,  you can 1) relate multiple Excel tables, 2) build PivotTables on multiple data sources, 3) import data from external data sources, and 4) analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports. This session will provide the knowledge and skill necessary to take full advantage of this amazing tool in Excel.

MAJOR TOPICS COVERED

  • Understanding the fundamentals of data models
  • Creating simple data models from Excel tables
  • Building and adding to data models with Power Query
  • Working with data in a Power Pivot, including managing relationships
  • Constructing PivotTables that use data models as data sources

Learning Objectives

Upon completing this session, you should be able to:

  • Define the Excel Data Model;
  • List the advantages of using the Data Model as a PivotTable data source;
  • Create PivotTables from data stored in multiple related Tables;
  • Create relationships between Tables in Excel; and
  • Identify the process of connecting to external data sources.

Course Specifics

Course ID
WC12206848
Revision Date
March 23, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. 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 …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Mastering The Excel Data Model

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00