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K2's Excel Data Magic, Including Advanced Pivot & Power Pivot (100-18)
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Leave those manual reporting processes behind and move into the new world of automatically linking data into Excel for analyzing, reporting, and preparing visualizations. Using tools such as Power Query and Power Pivot, you can leverage your existing knowledge of Pivot Tables to do even more when it comes to summarizing, analyzing and reporting potentially very large volumes of data.

6/18/2018
When: June 18, 2018
7:30 - 3:45
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 EDM18
CPE 8 hours
Category
Info Tech
Level Advanced
Vendor K2 Enterprises
Prerequisite Full understanding of intermediate to advanced Pivot Tables
Who should attend

Business professionals using Windows-based premium editions of Excel 2013and Excel 2016 who are seeking to extend their knowledge of Excel as a reporting tool.

Registration Early Bird
(through 6/4
Standard
(after 6/4)
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 

Leave those manual reporting processes behind and move into the new world of automatically linking data into Excel for analyzing, reporting, and preparing visualizations. Using tools such as Power Query and Power Pivot, you can leverage your existing knowledge of Pivot Tables to do even more when it comes to summarizing, analyzing and reporting potentially very large volumes of data.

In this program, you will learn how to use automated data queries to link data from external databases into Excel and then transform this data into Data Models. From there, you will learn how to use Power Pivot and CUBE formulas to streamline the process of summarizing and reporting this data. You will also learn how to take advantage of advanced features such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline your reporting processes. Further, you will learn how to create compelling visualizations of this summarized data to help your readers understand the true meaning behind the numbers. If you currently use PivotTables on a regular basis and want to take advantage of the powerful advanced reporting features available in Excel, then sign up for this program!

Objectives

  • Construct and manage links from external data sources into Excel for automatic acquisition of data.
  • Define, build, and manage Data Models and build Pivot Tables from these objects.
  • Create Pivot Tables using Power Pivot, including Pivot Tables that summarize data from multiple data sources.
  • Utilize Data Analysis Expressions and other tools to add calculations to Pivot Tables.
  • Add features such as Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based Pivot Tables.
  • Create compelling visualizations of the data in your Power Pivot-based Pivot Tables using Pivot Charts and Power View.

 

 

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