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Webinar(CA): K2’s Advanced Excel Reporting – Best Practices, Tools, and Techniques

Description

Learn to build advanced Excel reports, including reports where the source data resides in your accounting software or another database. Leverage Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, and to extract data for reporting and analysis. Incorporate PivotTables into reporting, including how to add calculations to your PivotTables, grouping PivotTable data into fiscal reporting periods, and how filtering PivotTables using Slicers.

Address best practices to present compelling and captivating Excel-based reports and charts, and to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. Stop spending time accessing and converting financial data into useful reports. Take full advantage of Excel’s reporting tools.

Learning Objectives

Link and import data from external databases;including multi-table databases;into Excel.
Use Tables and PivotTables to create accurate financial reports and analyses.
List and apply Excel shortcuts for formatting financial reports.
Implement Excel templates to improve reporting productivity.
Identify opportunities to work with Third Party tools to streamline reporting in Excel.

Major Topics

Import data from external databases
Tables and PivotTables
Excel shortcuts for formatting financial reports
Excel templates to improve reporting productivity

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Accounting
4
Who Should Attend

Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports

Instructor(s)
Tom Stevenson
Prerequisites

Strong working knowledge of Excel 2007 or newer.

Advanced Preparation

None

Location
Webinar
Register Now
When
Nov 17, 2020
7:00 am - 10:30 am MDT
Location
Webinar
Total CPE Credits
4
Format
Webinar

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Webinar(CA): K2’s Advanced Excel Reporting – Best Practices, Tools, and Techniques


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