Live Replay WebinarIntermediate level

K2's Next Generation Excel Reporting

★★★★★ 4.5 · 22 attendee ratings

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries 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 to incorporate 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 format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

CPE Credits8
Field of Study Accounting
Instructor K2 Enterprises

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Course presentation PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
8
Field of study
Accounting
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Course number
22c-sjd

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Replay Replay · 8 credits · ★ 4.0
$200 View option

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

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Your instructor

K2 Enterprises

K2 Enterprises

Various Speakers · Accounting Technology · ★ 4.3 instructor rating

K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...

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Attendee feedback

Attendee reviews

★★★★★

“Instructor has a great grasp of the subject matter. I learned many new tips and functions within modern day Excel. Thanks Mac for keeping it interesting with everyday phrases, real life examples, and the occasional voice inflection :). Looking forward to another...”

Verified attendee K2's Next Generation Excel Reporting · Jun 23, 2025

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