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20WC-0329: K2's Next Generation Excel Reporting (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, July 31, 2020
12:00pm - 1:40pm Central Time
2 CPE ()

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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (2.0)
Level Update
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of hardware, software, and technology trends
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.