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K2’S Mastering The Excel Data Model

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and newer. The Data Model is the core foundation of Power Pivot. With this feature, you can 1) relate multiple Excel tables, 2) build PivotTables on multiple data sources, 3) import data from external data sources, and 4) analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports. This session will provide the knowledge and skill necessary to take full advantage of this amazing tool in Excel.

Basic Course Information

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 Subjects
  • 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 

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Thu, Apr 06, 2023 - 05:00pm to 06:49pm MDT
Mon, Apr 10, 2023 - 10:00am to 11:49am MDT
Mon, Apr 17, 2023 - 12:00pm to 01:49pm MDT
Mon, Apr 24, 2023 - 02:00pm to 03:49pm MDT
Wed, May 10, 2023 - 10:00am to 11:49am MDT
Wed, May 17, 2023 - 12:00pm to 01:49pm MDT
Sat, May 27, 2023 - 02:00pm to 03:49pm MDT
Sat, Jun 03, 2023 - 08:00am to 09:49am MDT
Mon, Jun 12, 2023 - 10:00am to 11:49am MDT
Tue, Jun 20, 2023 - 12:00pm to 01:49pm MDT
Tue, Jun 27, 2023 - 02:00pm to 03:49pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021
Prerequisites Fundamental knowledge of computer operations and Microsoft Office Excel
Advanced Preparation None
Designed For 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.
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.7

Total Reviews: 14

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