K2's Next Generation Excel Reporting
Wednesday, Aug. 19, 2026
Noon-8 p.m. Central
8 CPE (8 technical)
Course code: 26WA-4596
View pricing
Unlock the full potential of Excel and transform your operational and financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions, and Power Pivot, you can create powerful summaries and schedules in record time. Combine these with Excel's legacy features, and you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query and how it seamlessly links data into Excel data models, enabling more efficient and insightful reporting. Learn to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance data analytics and understandability. Plus, master best practices for quickly and efficiently formatting your spreadsheets, giving them a polished and professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills and stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Major subjects
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Identifying weaknesses in traditional reporting processes.
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Using leading-edge features in Excel to improve reporting practices.
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How to work with Power Query to solve common reporting challenges.
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Adding Slicers and Timelines to your Excel-based reports.
Learning objectives
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Identify at least three 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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Apply the steps for creating data queries and transformations using Power Query.
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Identify the opportunities for managing Data Models in Power Pivot.
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Use PivotTables to summarize data contained in Data Models.
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Differentiate between formatting options and tools that you can use to enhance the appearance of an Excel-based report.
Who should take this program?
- Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily.
Pricing
|
Standard Member Fee |
$250.00
|
 Standard Nonmember Fee |
$250.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$250.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Instructor
Tommy Stephens, CPA, CITP, CGMA
Location
Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (8.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Fundamental knowledge of Microsoft Excel
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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