Conferences Presenting

Asheville Conference
August 07, 2020
7:30AM - 1:00PM
K2 Enterprises
Bar Harbor Conference
July 17, 2020
7:30AM - 1:00PM
K2 Enterprises
Coeur D'Alene Conference
July 17, 2020
7:30AM - 1:00PM
K2 Enterprises
Charleston Conference
May 15, 2020
7:30AM - 1:00PM
K2 Enterprises
Colorado Springs Conference
September 18, 2020
7:30AM - 1:00PM
K2 Enterprises
Hilton Head Conference
September 25, 2020
7:30AM - 1:00PM
K2 Enterprises
Jackson Hole Conference
June 26, 2020
7:30AM - 1:00PM
K2 Enterprises
Kauai Conference
November 12, 2020
7:30AM - 1:00PM
K2 Enterprises
Key West Conference
June 05, 2020
7:30AM - 1:00PM
K2 Enterprises
Lake Tahoe Conference
August 14, 2020
7:30AM - 1:00PM
K2 Enterprises
London Conference
August 14, 2020
7:30AM - 1:00PM
K2 Enterprises
Las Vegas May Conference
May 21, 2020
7:30AM - 1:00PM
K2 Enterprises
Las Vegas October Conference
October 23, 2020
7:30AM - 1:00PM
K2 Enterprises
Las Vegas December Conference
December 04, 2020
7:30AM - 1:00PM
K2 Enterprises
Myrtle Beach Conference
July 09, 2020
7:30AM - 1:00PM
K2 Enterprises
Naples Conference
October 30, 2020
7:30AM - 1:00PM
K2 Enterprises
Nashville Conference
November 06, 2020
7:30AM - 1:00PM
K2 Enterprises
Orlando Conference
June 12, 2020
7:30AM - 1:00PM
K2 Enterprises
Costa Rica Conference
November 06, 2020
7:30AM - 1:00PM
K2 Enterprises
San Antonio Conference
September 25, 2020
7:30AM - 1:00PM
K2 Enterprises
San Francisco Conference
August 28, 2020
7:30AM - 1:00PM
K2 Enterprises
Scottsdale Conference
October 30, 2020
7:30AM - 1:00PM
K2 Enterprises
San Diego Conference
July 10, 2020
7:30AM - 1:00PM
K2 Enterprises
Santa Fe Conference
June 18, 2020
7:30AM - 1:00PM
K2 Enterprises
St. George Conference
May 22, 2020
7:30AM - 1:00PM
K2 Enterprises
St Simons Conference
October 23, 2020
7:30AM - 1:00PM
K2 Enterprises
Sunriver Conference
July 31, 2020
7:30AM - 1:00PM
K2 Enterprises
Washington DC Conference
July 01, 2020
7:30AM - 1:00PM
K2 Enterprises
Whitefish Conference
August 07, 2020
7:30AM - 1:00PM
K2 Enterprises
Live Event
6
Advanced
Accounting
Fundamental knowledge of Excel

Course Description

Financial and operational reporting continues to consume too much time because most accounting and financial professionals are not taking advantage of the modern tools available in Excel. These tools can help you produce better quality reports in far less time than many of the traditional reporting processes you may be using today and, in this session, you will learn how to put these tools to work the right way for better results.

In this course you will learn the best practices for creating financial and operational reports. You will also learn how you can use tools such as Data Models, Power Query, Power Pivot, and PivotTables to create and publish effective financial and operational reports from Excel. Finally, you will also learn how you can leverage your knowledge of Excel features to create effective reports using Microsoft’s free Power BI application. In sum, if you create financial and operational reports, you can’t afford to miss this session.

 

Highlights include:

  • Best practices for Excel-based financial and operational reporting
  • Creating and managing Data Models using multiple techniques and tools
  • Using Power Query to link data into Excel and transform the data to make it more useful
  • Create PivotTables to summarize transactional data into financial and operational reports
  • Build fundamental financial and operational reports using Power BI Desktop

*This course is “laptop-friendly” and participants will have access to demonstration files. This course focuses on features found in Excel 2016 and newer for Windows.



Course Specifics

Accounting
Fundamental knowledge of Excel
LE1201003
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • List best practices for Excel-based financial and operational reporting
  • Define and create Data Models in Excel
  • Manage Data Models effectively with Power Pivot by adding features such as KPIs
  • Utilize tools such as Power Query to link accounting transactions into Excel and apply critical transformations to your data to make it more useful
  • Summarize the data in your Data Models using both PivotTables and formula-based techniques
  • Work with Power BI Desktop to create and publish financial and operational reports


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