Better Financial and Operational Reporting with Excel

Icon_Level
Advanced
Credits
CPE Credits
3 Credits: Accounting

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

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

Course Specifics

Course ID
22CCostaRica-LE22C281901
Prerequisites

Fundamental knowledge of Excel

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

Course Instructor

Ray Thompson Headshot
Ray Thompson, CBA, CFM, CMA

Dr. Ray Thompson, CBA, CFM, CMA, is an emeritus associate professor of accounting and finance at the University of Pittsburgh. He served as department head at the University of Pittsburgh at Johnstown (UPJ) campus for over 25 years. He was the associate director of UPJ’s Entrepreneurial Development Assistance Project, where he was involved in financial consulting and assisting in preparing loan proposals for small business start-ups. He has taught in graduate and undergraduate business programs in Europe, Africa, and the United States. Ray received his BS and MS degrees in economics and systems dynamics from the University of Bradford in …

Ray Thompson, CBA, CFM, CMA Read More »

Better Financial and Operational Reporting with Excel

Expert Instructors
CPE CREDITS
3 Credits: Accounting

$856.00

Availability: 38 in stock

Icon_Level
Advanced
Credits
CPE Credits
3 Credits: Accounting

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

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

Course Specifics

Course ID
22CCostaRica-LE22C281901
Prerequisites

Fundamental knowledge of Excel

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

Course Instructor

Ray Thompson Headshot
Ray Thompson, CBA, CFM, CMA

Dr. Ray Thompson, CBA, CFM, CMA, is an emeritus associate professor of accounting and finance at the University of Pittsburgh. He served as department head at the University of Pittsburgh at Johnstown (UPJ) campus for over 25 years. He was the associate director of UPJ’s Entrepreneurial Development Assistance Project, where he was involved in financial consulting and assisting in preparing loan proposals for small business start-ups. He has taught in graduate and undergraduate business programs in Europe, Africa, and the United States. Ray received his BS and MS degrees in economics and systems dynamics from the University of Bradford in …

Ray Thompson, CBA, CFM, CMA Read More »

Better Financial and Operational Reporting with Excel

Expert Instructors
CPE CREDITS
3 Credits: Accounting

$856.00

Availability: 38 in stock