April 2, 2021 8:00am – 9:40am Map & Directions

Webcast: K2's Next Generation Excel Reporting | 4204364F

Description




New and improved features in Excel tools, such as Power Query and Power Pivot, make yesterday's techniques for generating reports obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables and adding visualizations where appropriate. Master best practices for preparing and automating your Excel-based reports.

Location

Registration Time

7:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Accounting & Auditing
2

Objectives




List some of the deficiencies associated with traditional Excel-based reporting.
Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports.
Create data queries and transformations using Power Query.
Identify the steps for managing Data Models in Power Pivot.
List the steps necessary for summarizing data from a Data Model using a PivotTable.

Course Level

Update

Vendor

CalCPA Education Foundation More With This Vendor

Designed For




Busy accounting and financial professionals who want to improve their personal and organizational productivity.

Prerequisites




Fundamental knowledge of hardware, software and technology trends.

Highlights




Key issues with traditional reporting models.
The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments.
How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

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