Excel Tables and Data Models - Efficiently Managing, Analyzing, & Reporting Your Data
Randolph P. (Randy) Johnston, MCS has been a top-rated speaker in the technology industry for over 40 years. He was inducted into the Accounting Hall of Fame in 2011. He was selected as a Top 25 Thought Leader in Accounting from 2011-2018. His influence throughout the accounting industry is highlighted once again this year by being a recipient of the 2017 Accounting Today Top 100 Most Influential People in Accounting award for the fourteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, articles for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses including K2 Enterprises in Hammond, Louisiana and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together including theatre, music, travel, golf, skiing, snorkeling and model trains. His experience as a college instructor, management, and technology consultant and advisor to the profession will be obvious to you in today’s presentation.
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 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 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.