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Excel Tables & Data Models: Efficiently Managing, Analyzing & Reporting Your Data (ETD16)
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 Export to Your Calendar 12/8/2016
When: 12/08/2016
8:30 AM until 4:30 PM
Where: Crowne Plaza Hotel & Resorts
4728 Constitution Ave
Baton Rouge, Louisiana 
United States
Presenter: Mac McClelland

Online registration is available until: 12/8/2016
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Acronym ETD16
CPE 8 hours
Vendor K2 Enterprises
Level Advanced
Prerequisite Fundamental knowledge of Microsoft Office Excel 2007 or newer
Adv Prep None
Who should attend

Accounting and business professionals who use Excel 2013 and Excel 2016 and are seeking to manage, analyze, and report data more efficiently using Excel

Registration Early Bird
(through 11/21)
(after 11/21)
Member $289 $339
CPA Non-Member $389 $439

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.

Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!

Upon completing this course, you should be able to:

  • List the key features and advantages of working with tables and data models
  • Create tables and data models in Excel, including using Power Query to reference data from external data sources into tables and data models
  • Construct formulas in tables using Structured References, including formulas that refer to tables in other worksheets and workbooks
  • Build Data Analysis Expressions in Data Models to extend their usefulness
  • Use tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
  • Use Excel’s Power Pivot tools to summarize large data models with extreme ease
  • Sort and filter data in tables, including applying Slicer filters
  • Generate financial reports and data analyses – including PivotTables – which reference information from tables and data models and update dynamically


  • The advantages of working with tables and data models
  • Building tables and data models in Excel
  • Using Power Query to link data from external data sources
  • Summarizing large volumes of data with Power Pivot
  • Constructing dynamic reports and analyses from tables and data models
  • Improving efficiency with structured references, Slicers, and other unique table features

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