K2's Excel Data Models, Combinations, and Consolidations Webcast | 4203630A

Course Details


Tuesday, June 30, 2020

5:00am – 6:40am
(Registration: 4:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of computer operations and Microsoft Office Excel.


Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. Learn the full range of Excel data consolidation functionality, including simple sum-through formulas, auto-merging workbooks, consolidation PivotTables, and linking tables to create powerful Data Models. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.


Formula-based approaches to consolidating data
Data consolidation process
Data Model by linking multiple tables of data and then build powerful PivotTables


Differentiate between various formula-based approaches to consolidating data
Implement dummy end-point worksheets or columns to simplify the data consolidation process and reduce errors
Differentiate between using Data Consolidation by position and by category
Use consolidation PivotTables to combine data from multiple worksheets and/or multiple workbooks
Create a Data Model by linking multiple tables of data and then build powerful PivotTable analyses from the Data Model

Designed For

CPAs, staff, business and financial professionals

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

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

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