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Webinar(CA): K2’s Excel Data Models, Combinations, and Consolidations

Description

Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. Learn the full range of Excel data consolidation functionality, including simple sum-through formulas, auto-merging workbooks, consolidation PivotTables, and linking tables to create powerful Data Models. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.

Learning Objectives

Differentiate between various formula-based approaches to consolidating data
Implement dummy end-point worksheets or columns to simplify the data consolidation process and reduce errors
Differentiate between using Data Consolidation by position and by category
Use consolidation PivotTables to combine data from multiple worksheets and/or multiple workbooks
Create a Data Model by linking multiple tables of data and then build powerful PivotTable analyses from the Data Model

Major Topics

Formula-based approaches to consolidating data
Data consolidation process
PivotTables
Data Model by linking multiple tables of data and then build powerful PivotTables

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Information Technology
2
Who Should Attend

CPAs, staff, business and financial professionals

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel.

Advanced Preparation

None

Location
Webinar
Register Now
When
Mar 9, 2021
9:00 am - 10:40 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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Webinar(CA): K2’s Excel Data Models, Combinations, and Consolidations


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