Excel Tables and Data Models - Efficiently Managing, Analyzing, & Reporting Your Data
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 30,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.
Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. A couple of tables with data models - a means of joining, or relating, two or more tables together - and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program.
- List the key features and advantages of working with tables and data models
- Create tables and data models in Excel, including using Power Query to reference data from external data sources into tables and data models
- Construct formulas in tables using Structured References, including formulas that refer to tables in other worksheets and workbooks
- Build Data Analysis Expressions in Data Models to extend their usefulness
- Use tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
- Use Excel’s Power Pivot tools to summarize large data models with extreme ease
- Sort and filter data in tables, including applying Slicer filters
- Generate financial reports and data analyses – including PivotTables – which reference information from tables and data models and update dynamically
Course Level - Intermediate
Who Should Attend
- VP of Finance
Why Should You Attend
Microsoft is using the Data Model in Excel to build their new generation reporting. Introduced in Excel 2013 and expanded in Excel 2016, it has greatly enhanced data reporting performance and ingestion. Are you even using the feature? If you don’t use Data Models you are wasting a lot of your time.