Better Financial and Operational Reporting with Excel

5 Credits: Accounting


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Better Financial and Operational Reporting with Excel

Course Level
CPE Credits

5 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

•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.

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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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Course Specifics

Course ID
Revision Date
September 19, 2023

Fundamental knowledge of Excel

Advanced Preparation


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)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Stephen M. Yoss Headshot

Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist and principal of Yossio, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate …

K2 Enterprises (Stephen M. Yoss, Jr., CPA) Read More »