In this course you will learn about advanced DAX formulas, also known as Data Analysis Expressions, and how to connect data from different sources.
This course offers a step-by-step introduction to Power Pivot, showing why it’s a more powerful alternative to traditional pivot tables. You’ll learn how to handle large datasets, combine multiple sources without using VLOOKUP, and build models using reusable DAX formulas. We’ll begin with mapping data sources and building unified pivot tables.
Next, we’ll dive into essential DAX formulas like CALCULATE, SUMX, and SAMEPERIODLASTYEAR, then wrap up with best practices for naming, formatting, and modeling. This course is ideal for Excel users ready to upgrade their data analysis skills.
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
