CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Advanced Excel Reporting - Best Practices, Tools, and Techniques

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Accounting

Course Description

If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this session, you will learn how to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. Additionally, you will learn how to incorporate PivotTables into your reporting routines. Further, you will learn how to add extend the usefulness of your PivotTables through the following three techniques.

    1. Adding user-defined calculations to your PivotTables
    2. Grouping PivotTable data into fiscal reporting periods
    3. Filter your PivotTables using Slicers

You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use Excel add-ins to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!

Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.

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

Course Specifics

Course ID
WC11206836
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced Excel Reporting - Best Practices, Tools, and Techniques

CPE CREDITS
4 Credits: Accounting

$245.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Accounting

Course Description

If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this session, you will learn how to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. Additionally, you will learn how to incorporate PivotTables into your reporting routines. Further, you will learn how to add extend the usefulness of your PivotTables through the following three techniques.

    1. Adding user-defined calculations to your PivotTables
    2. Grouping PivotTable data into fiscal reporting periods
    3. Filter your PivotTables using Slicers

You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use Excel add-ins to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!

Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.

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

Course Specifics

Course ID
WC11206836
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced Excel Reporting - Best Practices, Tools, and Techniques

CPE CREDITS
4 Credits: Accounting

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$245.00