Excel Tables & Data Models: Efficient Managing, Analyzing & Reporting Your Data

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Event Details

Wednesday, October 30, 2019

8:00am – 4:00pm
(Registration: 7:30am)


Hilton Garden Inn

3720 N Reserve St

Missoula, MT 59808


Field of Study

  • Accounting
  • Information Technology

CPE Credit

8 hours CPE credit

Course Code


Level of Knowledge



K2 Enterprises LLC


Fundamental knowledge of Microsoft Office Excel.


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. 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!


  • The advantages of working with tables and data models
  • Building tables and data models in Excel
  • Using Power Query to link data from external data sources
  • Summarizing large volumes of data with Power Pivot
  • Constructing dynamic reports and analyses from tables and data models
  • Improving efficiency with structured references, Slicers and other unique table features


Upon completing this course, you should be able to:

  • 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.

Designed For

Accounting and business professionals who use Excel 2013 and Excel 2016 and are seeking to manage, analyze and report data more efficiently using Excel.

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