October 4, 2022 6:30am – 2:00pm Map & Directions 602-252-4144

Webcast: K2's Next Generation Excel Reporting

Description

New features added to Excel beginning with the 2016 release offer tremendous opportunities to improve Excel-based reporting, for both financial and operational reporting. Data models, Power Query, Data Analysis Expressions, Power Pivot, and many other tools can help you to create more powerful reports and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how you can incorporate tools such as Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. If you use Excel for any reporting process, this is a must-attend course in 2021.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

6:00am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Accounting & Auditing
8

Objectives

  • Name at least three deficiencies associated with traditional Excel-based reporting practices
  • Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  • Cite the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable
  • Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily

Prerequisites

Fundamental knowledge of Excel 2016 or newer

Highlights

  • The deficiencies with traditional Excel-based reporting
  • Power Query, Power Pivot and Data Analysis Expressions
  • Data queries and transformations
  • Data Models in Power Pivot
  • Summarizing data
  • Formatting options

Notes

None

Related Courses