Course ID: EEIDA4

Excel Essentials & Intro to Data Analysis For Accounting and Finance: Part 4 – Data Analysis, Pivot Tables and Power Pivot

In Part 4 of this 4 part series, you will learn essential knowledge that every accounting and finance professional should understand to work effectively and productively in Excel.

Extracting and shaping data is the foundation of preparing analysis and deriving insight to make more informed business decisions.

In this session, we delve into developing analysis using pivot tables and explore why pivot tables are a powerful tool for making sense of data. An introduction to “Power Pivot” is reviewed to understand how extremely powerful data modeling can be performed, and allows us to work with “big data” right inside Excel using the data model. Building relationships inside the data model makes it easy, and possible, to create pivot tables from multiple related data tables.

Learning Objectives

After completing this course, you will be able to:

  1. Explain what data analysis is and why it’s critical for financial analysis
  2. Create a pivot table from a properly structured data set
  3. Perform basic modifications to a pivot table layout and drill- down to underlying data
  4. Understand the basics of Power Pivot and the Power Pivot Pivot Table
  5. Explain the difference between a Pivot Table and a “Power Pivot” Pivot Table

Major Topics

Microsoft Excel is a ubiquitous tool in accounting and finance, and developing your Excel and data analysis skills is a simple way to keep your skills relevant in the data driven world we now live in. This course is Part 4 of the 4-part series of how accounting and finance professionals can accelerate their Excel skills and more effectively perform data analysis with Excel.

Accounting and finance professionals spend much of their time working with data – doing it effectively is a critical skill expected of today’s professional.

You will learn how to:

  • Develop analysis using pivot tables,
  • Take advantage of the Power Pivot add-in to supercharge your analysis capabilities,
  • Work with big data right inside Excel
  • Build relationships inside the data model and create pivot tables using multiple related data tables

Advanced Preparations


Who Should Attend

All accounting and finance professionals, whether a new professional getting started or a seasoned professional looking to stay current and build on existing Excel capabilities and use in the profession, will benefit from this course.

Fields of Study
Computer Software & Applications


Experience using Excel functions and formulas in Excel is helpful. The Power Pivot discussion uses the Microsoft 365 version of Excel, where we simply activate the Power Pivot Add-In so it appears on the Menu tabs. In older Excel versions (2010 and 2013), this is an add-in that needs to be installed and activated.

Business Learning Institute

CPE Credits


This course is available for your group as:


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