K2's Mastering the Excel Data Model
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.
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.
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
CPE Credits: Recommended for 2 Hours of Computer Software and Applications
Instructional Delivery Method: On-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.
Prerequisites: Fundamental knowledge of computer operations and Microsoft Office Excel
Program Level: Advanced
Advance Preparation: None
Designed For: Accountants and business professionals seeking to utilize data models in Excel to enhance their financial and operational reporting processes. Note, the content of this program is targeted to those running Excel 2013 or newer (including through Office 365 accounts) on a Windows-based PC.