Advanced Excel: Power Query, Power Pivots and Macros. Contents are subject to change. For the latest updates visit

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1 Advanced Excel: Power Query, Power Pivots and Macros Page 1 of 8

2 Why Attend This course is considered the second level after the "Next Generation Excel: Advanced Business and Financial Reporting" course. Though many professionals use Excel on a daily basis, Excel still has a lot of things to offer such professionals. Here, we go even deeper in many formulas and functions that professionals need to operate fast and more efficiently. We cover many areas in Pivot Tables and add an introduction to PowerPivots. PowerPivots put your Pivot Tables on turbo! They are best used when you have significantly big data and may offer solutions to some of of the limitations that Pivot Tables have. The last part of the course is dedicated to autmoating your Excel reports and reconciliation through the use of Macros. Course Methodology This is a hands-on course with practical applications and use of MS Excel 2013 throughout the five days. All examples, exercises and cases are practiced in Excel. Course Objectives By the end of the course, participants will be able to: Apply the key Excel functions to prepare data for analysis using Pivot tables Create and customize pivot tables to reconcile and analyze accounts efficiently Utilize pivot tables functions and calculations to generate a set of management and business analysis reports Run macros to speed up their work and utilize other advanced techniques in data analysis and reporting Report and analyze big data tables using the Excel 2013 feature of Data Model and PowerPivot Target Audience Accountants, senior and junior accountants, business analysts, accounting and finance professionals, business analysts, research professionals and staff from any function who need to master and upgrade their skills in Excel Pivot Tables and work with big data analysis. Target Competencies Utilizing Excel 2013 Practicing pivot tables Working with PowerPivot Reporting Analyzing business data Designing basic macros Note This is a hands-on training course using laptops, which will be made available by Meirc for the duration of the training. Course Outline Key functions to prepare data for pivot table reporting Table format Lookup functions Text functions Naming cells Creating and custoimizing pivot tables Adding fields to reports Adding layers to pivot table Rearranging pivot tables Number and cell format Report layout Calculation in value field Grouping and ungrouping fields Page 2 of 8

3 Default and customized sorting and filtering Sorting using custom list Filtering using slicers and timelines Connecting multiple pivot tables to one set of slicers Performing calculations within pivot tables Creating calculated field Creating calculated item Using cell references and name ranges Managing pivot table calculations Advanced techniques Using 'macros' to enhance pivot table reports Transposing a data set with a pivot table Utilizing pivot table wizard Auto filtering with pivot tables Creating multiple reports in different workbooks Making use of GetPivotData option Sharing pivot tables with others Analyzing disparate data sources with pivot tables Using multiple consolidation ranges Using internal data model Building pivot tables using external data sources The new world of PowerPivot Benefits and drawbacks of PowerPivot Merging data from multiple tables without using Vlookup Creating better calculations using the DAX Formula language Working with data model in regular Excel 2013 Using DAX to create calculated fields Calculate and Related functions Using Key Performance Indicator (KPI) in PowerPivot Compared to an absolute value Compared to a calculated target value Dashboarding with Power View in Excel Pro Plus Page 3 of 8

4 Associations National Association of State Boards of Accountancy (NASBA) : Meirc Training & Consulting 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 Location & Date Jun, 2019 English Dubai JW Marriott Marquis Nov, 2019 English Dubai To be assigned Fees: US$ (including coffee breaks and a buffet lunch daily) Per participant US$ 4800 Fees + VAT as applicable UAE Tax Registration Number Page 4 of 8

5 Courses in Accounting and Finance Dates Course Name Language Location Fees Apr, 2019 Accounting and Finance Policies and Procedures Apr, 2019 Preparation for Certificate in Financial Planning & Analysis (Cert FP&A) Apr, 2019 Next Generation Excel: Advanced Business and Financial Reporting Apr, 2019 Certificate in Advanced Budgeting and Forecasting 28 Apr - 2 May, 2019 Efficient Finance and Accounting Operations: 2019 Best Practices and Updates 28 Apr - 2 May, 2019 Finance for Non-Finance Professionals 9-13 Jun, 2019 Certificate in Advanced Financial Modeling 9-13 Jun, 2019 Finance for Non-Finance Professionals Jun, 2019 Accounts Payable: Accounting and Best Practices Jun, 2019 Effective Budgeting and Cost Control Jun, 2019 Financial Accounting and Reporting 30 Jun - 4 Jul, 2019 Advanced Financial Analysis 7-11 Jul, 2019 Certified Financial Manager 7-11 Jul, 2019 Efficient Finance and Accounting Operations: 2019 Best Practices and Updates Jul, 2019 Certificate in Advanced Budgeting and Forecasting Jul, 2019 International Financial Reporting Standards (IFRS) and 2019 Updates Jul, 2019 Fast Closing Monthly and Year-End Accounts Arabic Dubai US$ Jul, 2019 Forecasting and Analyzing Cash Flow 28 Jul - 1 Aug, 2019 Financial Modeling Workshop Using Excel 4-8 Aug, 2019 Finance for Non-Finance Professionals 4-8 Aug, 2019 Financial Accounting and Reporting Aug, 2019 Advanced Financial Analysis English Istanbul US$ Sep, 2019 Accounting for Non-Accountants 1-5 Sep, 2019 Dynamic Business Reports and Dashboards Using Excel 4-6 Sep, 2019 Advanced Financial Analysis: A Hands-On English Beirut US$ 3600 Page 5 of 8

6 Courses in Accounting and Finance Dates Course Name Language Location Fees Workshop 8-12 Sep, 2019 Corporate Finance Workshop 8-12 Sep, 2019 Efficient Finance and Accounting Operations: 2019 Best Practices and Updates English Abu Dhabi US$ Sep, 2019 Financial Analysis Workshop 8-12 Sep, 2019 Payroll: Preparation, Analysis and Sep, 2019 Accounts Receivable and Credit Policies Sep, 2019 International Financial Reporting Standards (IFRS) and 2019 Updates Sep, 2019 Professional Skills for Finance and Accounting Sep, 2019 Certificate in Accounting and Financial Control Sep, 2019 Financial Acumen: Roadmap to Business Success 29 Sep - 3 Oct, 2019 Certificate in Treasury and Cash 29 Sep - 3 Oct, 2019 Reporting for Business Performance Review English Istanbul US$ 4800 English Riyadh US$ Oct, 2019 Advanced Financial Analysis 6-10 Oct, 2019 Effective Budgeting and Cost Control 6-10 Oct, 2019 Preparing Financial Statements and the Annual Report Oct, 2019 Fast Closing Monthly and Year-End Accounts Oct, 2019 Next Generation Excel: Advanced Business and Financial Reporting Oct, 2019 Accounts Payable: Accounting and Best Practices Arabic Riyadh US$ Oct, 2019 Financial Accounting and Reporting Oct, 2019 Financial Forecasting: Tools and Techniques Oct, 2019 Managing the Collections and Credit Control Team Oct, 2019 Finance for Non-Finance Professionals Oct, 2019 Innovative Cost Savings Strategies Oct, 2019 International Public Sector Accounting Page 6 of 8

7 Courses in Accounting and Finance Dates Course Name Language Location Fees Standards (IPSAS) 3-7 Nov, 2019 Certificate in Treasury and Cash 3-7 Nov, 2019 Trade Finance, Letters of Credit and Bank Guarantees Nov, 2019 Certificate in Advanced Budgeting and Forecasting Nov, 2019 Certificate in Advanced Financial Modeling Nov, 2019 Certificate in International Financial Reporting Standards (CertIFR): Preparation Course Nov, 2019 Payroll: Preparation, Analysis and Nov, 2019 Accounts Payable: Accounting and Best Practices Nov, 2019 Advanced Financial Analysis Nov, 2019 Certificate in Fixed Assets Accounting and Nov, 2019 Finance for Non-Finance Professionals Nov, 2019 Forecasting and Analyzing Cash Flow 1-5 Dec, 2019 Efficient Finance and Accounting Operations: 2019 Best Practices and Updates 8-12 Dec, 2019 Accounts Receivable and Credit Policies 8-12 Dec, 2019 International Financial Reporting Standards (IFRS) and 2019 Updates 8-12 Dec, 2019 Professional Skills for Finance and Accounting Dec, 2019 Accounting and Finance Policies and Procedures Dec, 2019 Advanced Financial Analysis Dec, 2019 Effective Budgeting and Cost Control Dec, 2019 Certificate in Cost Analysis, Control and Optimization Dec, 2019 Finance for Non-Finance Professionals Dec, 2019 Financial Accounting and Reporting Page 7 of 8

8 Courses in Accounting and Finance Dates Course Name Language Location Fees Page 8 of 8