September 23, 2025


Live Webcast


8 CPE

K2's Next Generation Excel Reporting

September 23, 2025
Live Webcast
8 CPE

K2's Next Generation Excel Reporting

  • Instructor

    Steve
    Yoss

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

  • Identifying weaknesses in traditional reporting processes
  • Using leading-edge features in Excel to improve reporting practices
  • How to work with Power Query to solve common reporting challenges
  • Adding Slicers and Timelines to your Excel-based reports

CPE Credits Available

8 CPE
8
Accounting (Governmental)

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 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

K2 Enterprises

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