Surgent's Use the Data Model to Build More Powerful PivotTables

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.

Objectives

• 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

Designed For

Accounting professionals who use Excel 2016+ for Windows

Prerequisites

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

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.