Seminar
Live Replay WebinarIntermediate level
K2's Next Generation Excel Reporting
Unlock the full potential of Excel and transform your operational and financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions, and Power Pivot, you can create powerful summaries and schedules in record time. Combine these with Excel’s legacy features, and you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query and how it seamlessly links data into Excel data models, enabling more efficient and insightful reporting. Learn to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance data analytics and understandability. Plus, master best practices for quickly and efficiently formatting your spreadsheets, giving them a polished and professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills and stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Learning objectives
Upon completing this course, you should be able to:
- Identify 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
- Apply the steps for creating data queries and transformations using Power Query
- Identify the opportunities for managing Data Models in Power Pivot
- Use PivotTables to summarize data contained in Data Models
- Differentiate between formatting options and tools that you can use to enhance the appearance of an Excel-based report
Major topics
Identifying weaknesses in traditional reporting processes
Using leading-edge features in Excel to improve reporting practices
How to work with Power Query to solve common reporting challenges
Adding Slicers and Timelines to your Excel-based reports
Who this is for
Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Prerequisites: Fundamental knowledge of Microsoft Excel
Course details
- Recommended CPE credit
- 8 — Accounting
- Field of study
- Accounting
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental knowledge of Microsoft Excel
- Advance preparation
- None
- Length
- 6h 40m
- Course number
- 23s-nge
- Provider
- K2 Enterprises
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].
Your instructor
K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.5 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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