8.0 Credits

Learn the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. Also, discover how to use Excel’s Power Query feature to link and transform data from external data sources – such as your accounting or ERP system – into Excel so that you use this data in your reports.


  •     Define the term “Data Model” and identify the steps for creating Data Models in Excel
  •     Identify the steps necessary to link data from external data sources into Excel using Power Query
  •     Create transformations in Power Query to facilitate simpler and more timely reporting
  •     List the key benefits associated with using Power Pivot to manage your Data Models
  •     Create PivotTables and PivotCharts to summarize your financial data into useful reports and statements


Fundamental knowledge of Excel

Advanced Preparation

None None


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Monday, November 30, 2020

General Sessions
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Group-live demonstration and discussion. This course is “laptop-friendly” and participants will have access to demonstration files.  This course focuses on features found in Excel 2016 and newer for Windows.