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Webinar

Surgent's Use the Data Model to Build More Powerful PivotTables

Monday, July 14, 2025
9-11 a.m. Central
2 CPE (2 non-technical)

Course code: 25WS-0565
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Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible, but they do have limitations. If you have ever encountered one of these limitations, you'll be excited to learn that by using the Data Model as the source for PivotTables, you'll be able to bypass many of the restrictions that exist with traditional PivotTables. The data model (also referred to as Power Pivot) is included in Excel 2016+ for Windows and available as a free download for previous versions (excluding Excel for Mac). Using the data model enables you to build PivotTables that were previously not practical. If you frequently build PivotTables and would like to do more with them, you'll want to understand how to use the data model (Power Pivot) to enhance your reports.

Note about Excel versions: Power Pivot is not available in all versions of Excel, including Excel for Mac. If you would like to see if Power Pivot is available in your version of Excel, visit the Microsoft site.

Major subjects

  • Creating a data model/Power Pivot
  • Building PivotTables from multiple tables
  • Creating Measures
  • Using named sets

Learning objectives

  • Learn to access the Power Pivot window
  • Identify the process to create table relationships and the procedure for building named sets

Who should take this program?

  • Accounting professionals who use Excel 2016+ for Windows

Pricing

Standard Member Fee $99.00
checkmark Standard Nonmember Fee $99.00
Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Jeff Lenning, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Surgent's Excel: Mastering PivotTables (EXPV) course or comparable experience with traditional PivotTables
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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