K2's Excel Tables & Data Models – Efficiently Managing, Analyzing, and Reporting Your Data

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Cancelled - Jun 15, 2018

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM


Member Fee: $329.00
Nonmember Fee: $429.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -164.00


To efficiently manage, analyze, and report in Excel, you need more than traditional ranges of data – you need tables and data models. By participating in this program, you’ll be able to harness the power of these tools to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed!

Designed For

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


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!

Major Subjects

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.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Steven Phelan

Steven M. Phelan, CPA.CITP, manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc.

Steven was added as a discussion leader for K2 Enterprises in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations.

Steven has written a number of technology related articles for state and national publications. He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions. (Rev 3/17)