All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Webinar(CA): K2’s Next Generation Excel Reporting

Description

New and improved features in Excel tools, such as Power Query and Power Pivot, make yesterday’s techniques for generating reports 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. Master best practices for preparing and automating your Excel-based reports.

Learning Objectives

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
California CPA Education Foundation
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 productivityTBD

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of hardware, software, and technology trends

Advanced Preparation

None

Location
Webinar
Register Now
When
Oct 21, 2020
11:00 am - 12:40 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$75.00

NON-MEMBER


$ (% off)
$101.00
Become A Member

Register for this Event

Webinar(CA): K2’s Next Generation Excel Reporting


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×