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Excel's PowerPivot Add-In

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CFA
  • IAP
  • QIAL

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Usage of Power Pivot in Excel
    2 mins
  • Importing data into a data model
    7 mins
  • Adding unique identifiers to a table
    11 mins
  • Inserting a pivot table in Excel
    13 mins
  • Inserting KPIs in a pivot table
    17 mins
  • Inserting a calculation in a dataset
    19 mins
  • Applying KPIs to a measure in pivot table
    21 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. 

People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. The best part about Excel is, it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, inventory, billing, and business intelligence. 

We are now living in the age of big data. Data is being collected all the time and for increasingly detailed transactions. This can lead to an overwhelming amount of data, which brings about a need for people who can analyze large amounts of data quickly. 

Fortunately, Excel provides PowerPivot to help you organize, manipulate, and report on your data in the best way possible. PowerPivot add-in allows you to import data from various sources and create dynamic reports.

Join in this Excel CPE Webinar to know how PowerPivot add-in allows you to import data from various sources and create dynamic reports.

Learn how Excel allows you to advance your data analysis capabilities by using PowerPivot.

You can learn different techniques and shortcuts to learn how to make an excel worksheet Visually Pleasing and:

  • Increase your Microsoft Excel & Power Pivot SKILLS and KNOWLEDGE within HOURS which will GET YOU NOTICED by Top Management & prospective Employers!
  • Become more PRODUCTIVE at using Excel which will SAVE YOU HOURS each Day & ELIMINATE STRESS at work!
  • Use Excel Power Pivot with CONFIDENCE that will lead to greater opportunities like a HIGHER SALARY and PROMOTIONS!

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To investigate the PowerPivot application and importing data.
  • To discuss how to manipulate data in a PowerPivot worksheet.
  • To create reports using PowerPivot data.
  • To analyze how to use DAX functions in PowerPivot.
  • To inspect how to distribute PowerPivot Data.

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm desiring to master excel pivot tables and dashboards
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Auditor
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 0.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 0.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 0.5 PL Credit for Chartered Financial Analyst (CFA)
  • 0.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit for Certified Management Accountants (CMA)
  • 0.5 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

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