November 21, 2022


Webinar


8 Total CPE Credits

product-artwork-1765621

K2's Next Generation Excel Reporting

  • Instructor

    Thomas Stephens

Learning Objectives

  • 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 

Major Topics

  • 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

CPE Credits Available

8
Total CPE
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Excel 2016 or newer

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

This event has ended.