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Thursday, April 8, 2021 Live Webcast

Use the Data Model to Build More Powerful PivotTables (X1-EXPP-2021-01-WEBNR-98-01)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2.0 CPE Credits in SK

OVERVIEW

Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you’ll be excited to learn that by using the Data Model as the source for PivotTables, you’ll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you’ll want to understand how to use the data model (Power Pivot) to enhance your reports. Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.

DESIGNED FOR

Accounting professionals who use Excel 2016+ for Windows.

BENEFITS

  • Learn to access the Power Pivot window
  • Identify the process to create table relationships and the procedure for building named sets

HIGHLIGHTS

  • Creating a data model/Power Pivot
  • Building PivotTables from multiple tables
  • Creating Measures
  • Using named sets

COURSE LEVEL

Intermediate

PREREQUISITES

Surgent's Excel: Mastering PivotTables (EXPV) course or comparable experience with traditional PivotTables.

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

PRICING

$79.00 - Member

$89.00 - Nonmember

Pre-Registration Closed

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COURSE DEVELOPER

Surgent