August 29, 2017


In-Person

Alabama Society of CPAs
1041 Longfield Ct, Montgomery, Montgomery County, Alabama 36117-8056


4 Total CPE Credits

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K2's Advanced Excel Reporting - Best Practices, Tools, and Techniques

  • Instructor

    Mac McClelland

Learning Objectives

  • Upon completing this course, you should be able to:
  • Link and import data from external databases - including multi-table databases - into Excel
  • Use Tables and PivotTables to create accurate financial reports and analyses
  • List and apply Excel shortcuts for formatting financial reports
  • Implement Excel templates to improve reporting productivity
  • Identify opportunities to work with third-party tools to streamline reporting in Excel

Major Topics

  • Accessing and linking data from external data sources
  • Creating dynamic reports
  • Visual reporting and analysis
  • Reporting with Excel add-ins

CPE Credits Available

4
Total CPE
4
Accounting & Auditing

Alabama Society of CPAs

1041 Longfield Ct, Montgomery, Montgomery County, Alabama 36117-8056

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Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • A & A

Prerequisites

Strong working knowledge of Excel 2007 or newer

Advanced Preparation

None

Intended Audience

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

Provider

K2 Enterprises

This event has ended.