21WC-0063: K2's Advanced Excel Reporting: Best Practices, Tools and Techniques (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Tuesday, April 20, 2021
8:00am - 11:30am Central Time
4 CPE (4 technical)
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.
Major subjects
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Import data from external databases
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Tables and PivotTables
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Excel shortcuts for formatting financial reports
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Excel templates to improve reporting productivity
Learning objective(s)
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Link and import data from external databases -- including multi-table databases -- into Excel.
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Use Tables and PivotTables to create accurate financial reports and analyses.
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List and apply Excel shortcuts for formatting financial reports.
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Implement Excel templates to improve reporting productivity.
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Identify opportunities to work with third-party tools to streamline reporting in Excel.
Who should take this program?
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
Fees
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you are a
nonmember.
If you register, you will be charged
$201.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$150.00
|
 Standard Nonmember Fee |
$201.00
|
