New
21SR-0006: K2's Next Generation Excel Reporting (Virtual)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, June 9, 2021
8:30am - 4:00pm Central Time
8 CPE (8 technical)
New Excel features offer tremendous opportunities to improve your financial and operational reports. Bundle these tools with some of Excel’s “legacy” features, and you can make significant strides with your Excel-based reports. Gain guidance on how to use next generation Excel features to create more powerful, visually pleasing reports in less time.
Major subjects
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How to use Power Query to link data into Excel data models
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How to manage data models to facilitate better and more efficient reporting
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Tools to enhance data comprehension and analytics
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Data models, Power Query, data analysis expressions, Power Pivot, key performance indicators, slicers, timelines and other useful reporting tools
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Formatting best practices to give your reports a polished and professional appearance
Learning objective(s)
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Identify deficiencies associated with traditional Excel-based reporting practices
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Distinguish between the roles of tools such as Power Query, Power Pivot and data analysis expressions in next-generation Excel-based reports
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Cite the steps for creating data queries and transformations using Power Query
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Identify opportunities for managing data models in Power Pivot
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List the steps necessary for summarizing data from a data model using a PivotTable
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Specify examples of formatting options and tools to enhance the appearance of an Excel-based report
Who should take this program?
CPAs and business professionals who use Excel-based reporting processes
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$375.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$325.00
|
 Standard Nonmember Fee |
$375.00
|
