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Excel Tables & Data Models - Efficiently Managing Analyzing & Reporting Your Data (112-16)
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To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.

 Export to Your Calendar 9/27/2016
When: Tuesday, September 27, 2016
7:30 AM - 3:45 PM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Contact: April Deneault
801-466-8022


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Acronym ETC16
CPE 8 hours
Category
Info Tech
Level Advanced
Vendor K2 Enterprises
Who should attend

Fundamental knowledge of Microsoft Office Excel 2007 or newer

Prerequisite
None
Fees: Early Bird
(through 9/13)
Standard
(after 9/13)
Member $257 $285
Non-Member: N/A
$340

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
 

To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.

Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!


Objectives

  • List the key features and advantages of working with tables and data models
  • Create tables and data models in Excel, including using Power Query to reference data from external data sources into tables and data models
  • Construct formulas in tables using Structured References, including formulas that refer to tables in other worksheets and workbooks
  • Build Data Analysis Expressions in Data Models to extend their usefulness
  • Use tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
  • Use Excel’s Power Pivot tools to summarize large data models with extreme ease
  • Sort and filter data in tables, including applying Slicer filters
  • Generate financial reports and data analyses – including PivotTables – which reference information from tables and data models and update dynamically

 

 

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