K2's Excel Data Magic: Advanced PivotTables & Power Pivot

Course Details

Date

Friday, September 13, 2019

3:00am – 10:30am
(Registration: 2:30am)

Field of Study

Technology

Course Number

4193617F

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

Intermediate to advanced PivotTables skills.

Description

Move beyond manual Excel analysis and reporting. Automate processes to import, manipulate and calculate data, while creating powerful visualizations. Extend PivotTables with Power Query and Power Pivot.

In this program, 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, understand how to use Power Pivot and CUBE formulas to streamline the process of summarizing and reporting this data. Also, learn how to take advantage of advanced features such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline reporting processes. Further, learn how to create compelling visualizations of this summarized data to help readers understand the true meaning behind the numbers. If PivotTables are used on a regular basis, take advantage of the powerful advanced reporting features available in Excel by participating in this course.

Note: This program is an advanced-level course. Many of the concepts in this course depend upon access to Power Pivot, Power Query, and Power View, available only in the Windows-based premium editions of Excel 2013 and Excel 2016.

Highlights

  • External data sources into Excel
  • Data Models and build PivotTables
  • Power Pivot, including PivotTables that summarize data from multiple data sources
  • Data Analysis Expressions
  • Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables

Objectives

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

Designed For

Business professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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