Seeking employment opportunities? Click here to visit the COCPA Career Center.

Webinar (CA): K2’s Mastering the Excel Data Model


The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and newer. The Data Model is the core foundation of Power Pivot. With this feature, you can relate multiple Excel tables build PivotTables on multiple data sources import data from external data sources analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports This session will provide the knowledge and skill necessary to take full advantage of this amazing tool in Excel.

Learning Objectives

• Define the Excel Data Model
• List the advantages of using the Data Model as a PivotTable data source
• Create PivotTables from data stored in multiple related tables • Create relationships between Tables in Excel • Identify the process of connecting to external data sources

Major Topics

• Understanding the fundamentals of data models
• Creating simple data models from Excel tables
• Building and adding to data models with Power Query
• Working with data in a Power Pivot, including managing relationships
• Constructing PivotTables that use data models as data sources

California CPA Education Foundation
Course Level
CPE Field of Study
Information Technology
Who Should Attend

Accountants and business professionals seeking to utilize data models in Excel to enhance their financial and operational reporting processes. Note, the content of this program is targeted to those running Excel 2013 or newer (including through Office 365 accounts) on a Windows-based PC.

Tommy Stephens, Jr

Fundamental knowledge of computer operations and Microsoft Office Excel.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Apr 29, 2022
11:00 am - 1:00 pm MDT
Total CPE Credits


$ (% off)


$ (% off)
Become A Member

Register for this Event

Webinar (CA): K2’s Mastering the Excel Data Model

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now