Course Description

Is This Course Right for Me?   

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!

“Great Course! I learned a lot of valuable information! Very beneficial User of my time.” J.B., CPA AL

“Most relevant CPE I’ve taken in a while.” M.C., CPA MN

Course Information

CPE Credit: Recommended for 2 hours Accounting and 6 hours Information Technology

Instructional delivery method: Group-live demo and discussion – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Prerequisites: Fundamental knowledge of Microsoft Office Excel

Program level: Advanced

Advance preparation: None

Who should attend: Accounting and business professionals who use Excel 2013 and Excel 2016 and are seeking to manage, analyze, and report data more efficiently using Excel

Learning Objectives

Upon completing this course, you should be able to:

  • 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

Dates & Locations


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Event Date Location Sponsor Name