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Friday, May 26, 2023 Live Webcast

Next Generation Excel Reporting (X4-4074560)

9:00 AM - 4:45 PM EDT
webcast

Vendor Platform

8 CPE Credits in AA

OVERVIEW

New features added to Excel beginning with the 2016 release provide tremendous opportunities to improve Excel-based operational and financial. Data models, Power Query, Data Analysis Expressions, Power Pivot, and many other tools can help you to create more powerful reports 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 you can 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 quickly and easily format your spreadsheets to give them a polished and professional appearance. If you use Excel for any reporting process, this is a must-attend course in 2021.

DESIGNED FOR

Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily

BENEFITS

Name 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 Cite the steps for creating data queries and transformations using Power Query Identify the opportunities for managing Data Models in Power Pivot List the steps necessary for summarizing data from a Data Model using a PivotTable Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report

HIGHLIGHTS

  • Name 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
  • Cite the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable
  • Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report 

COURSE LEVEL

Intermediate

ADDITIONAL NOTES

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

INSTRUCTOR

Thomas Stephens

Thomas G. Stephens, CPA, CITP, CGMA

K2 Enterprises

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PRICING

$225.00 - Member

$275.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

ACPEN