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K2’s Next Generation Excel Reporting (On-Demand) 2020

Description

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are 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. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

Format: QAS On-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course.

Learning Objectives

Upon completing this session, you should be able to:

  • 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
Major Topics
  • 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
Provider
K2 Enterprises, LLC
Course Level
Update
CPE Field of Study
Accounting
2
Who Should Attend

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

Instructor(s)
Tommy Stephens
Prerequisites

Fundamental knowledge of hardware, software, and technology trends

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
2
Format
On-Demand

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$79.00

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$103.00
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K2’s Next Generation Excel Reporting (On-Demand) 2020


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