March 17, 2023


2 Total CPE Credits


K2’S Mastering The Excel Data Model

  • Instructor

    Thomas Stephens

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 

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced


Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation


Intended Audience

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.



This event has ended.