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Tuesday, December 11, 2018 Live

Excel Power Pivot - Take Your PivotTables to the Next Level (E1812043)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in CS

OVERVIEW

This course focuses on using Excel Power Pivot features to enhance data analysis. One of the strengths of Power Pivot is the formula language DAX (Data Analysis eXpressions). We will spend considerable time using the power of DAX to create meaningful calculations that add new dimensions to our data. We will also review the use of a date or calendar table that allows us to perform date analysis that was never possible be- fore. This will allow us to use the new time-intelligent functions to perform complex calculations on our data, such as month-to-date, quarter-to-date, last year same period, etc. We will also demonstrate the hottest tips and tricks that will take your data analysis to the next level. Although our focus will be on using Power Pivot, we will review some of the other PowerBI tools, including Power Query (Get & Transform), PowerBI Desktop and PowerBI Services (PowerBI.com).

DESIGNED FOR

All CPAs and Accounting Professionals that want to learn how to analyze data.

BENEFITS

  • Understand the various PowerBI tools available in Excel
  • Know how to use Power Pivot to take your data analysis to the next level
  • Create measures that you are unable to do in regular PivotTables
  • Analyze date-based data in many new ways
  • Build interactive visuals to present your data analysis

HIGHLIGHTS

  • Introduction to Excel PowerBI Tools
  • Loading data into Power Pivot using data modeling
  • Creating “measures” using DAX functions and formulas
  • Using a date table to create time-intelligent measures
  • Building visuals using PowerBI Desktop and PowerBI Services

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Note: Bring your own PC with Excel 2013 or 2016 and the PowerPivot add-in pre-installed.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$279.00 - Member

$379.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings