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Live Webinar

90-minute live streaming program
  • December 19
  • 1:00 - 2:30 pm EST

BI Reporting: Excel Power Pivot and Power Query

December 19

Learn why Power Query is the recommended experience for discovering, connecting to, and importing data.

In today’s world, there is tons of data to manage. Data is coming from many different sources. It is very important to be able to process that data quickly and then summarize it into meaningful information. Many companies have reduced their IT staff, so more and more, it is up to each person to deal with all of this data. This topic will show you how to take large amounts of data from many sources and process into great reports. If you work with data, you’re likely already familiar with common frustrations with Microsoft® Excel® like size limitations and manually entering data from multiple sources. Luckily there are two Microsoft® tools, PowerPivot and PowerQuery, that solve ALL of these issues, right inside Excel®. No Access databases or IT department help needed. With imports of 1-million-plus rows of data sets from virtually any source and the ability to save query definitions, you can completely overhaul your reporting and analysis workflow. Power Query and Power Pivot complement each other. Power Query is the recommended experience for discovering, connecting to, and importing data. Power Pivot is great for modeling the data you’ve imported.

Learning Objectives

  • You will be able to define different types of data that can be pulled into Excel.
  • You will be able to identify how to link tables together on common fields.
  • You will be able to review large amounts of data very quickly using the PowerPivot.
  • You will be able to discuss how to use the PowerPivot features to create new formulas.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Importing Data From Other Sources Into Excel® Using Powerquery
  • Importing Data From Text
  • Importing Data From Access
  • Importing Data From Larger Data Bases
  • Filtering and Sorting Using Powerquery
Making Reports With Powerpivot
  • Combining Data From Different Sheets With Relationships
  • Adding Slicers, Timelines, and Charts to the Powerpivot
  • Making the Powerpivot Show by Date, Month, Qtr, or Year
Using the Powerpivot Features to Create New Formulas
  • Creating a Measure
  • Creating a KPI From a Measure
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • CPE 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers and accountants.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tom Fragale

Tom Fragale

The PC Guy, Inc.

  • Microsoft® certified trainer, Microsoft® certified office expert
  • Computer professional with more than 30 years of professional experience
  • Has trained more than 30,000 business people in online webinars, public seminars, and on-site training
  • 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
  • Started career as a database application programmer and has served as a consultant and project manager on many successful projects
  • Areas of expertise include: Access®, Excel®, Word™, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®, among others
  • Passionate about training people and helping people get the most out of their computers, and is a published author having written a book on Microsoft® Access®
  • B.A. degree in computer science, LaSalle University
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • State Specific Credit Tracker
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* For audio recordings you only pay shipping

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Product ID: 406705
Published 2019
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