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21WC-0106: K2's Excel Data Models, Combinations and Consolidations (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, April 28, 2021
10:00am - 11:40am Central Time
2 CPE (2 technical)

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.

Major subjects

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

Learning objective(s)

  • 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

Who should take this program?

CPAs, staff, business and financial professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of computer operations and Microsoft Office Excel.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.