2 Credits: Accounting
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation Excel reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Upon completing this session, you should be able to:
- List some of the deficiencies associated with traditional Excel-based reporting
- Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
- Create data queries and transformations using Power Query
- Identify the steps for managing Data Models in Power Pivot
- List the steps necessary for summarizing data from a Data Model using a PivotTable
April 20, 2020
Intermediate level knowledge of Microsoft Office Excel and its use in reporting environments
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Meet The Experts
Lawrence A. (Mac) McClelland, MBA, JD, is an attorney and accounting professional. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. Mr. McClelland gained practical experience in information systems with the National Aeronautics and Space Administration (NASA), and has an established practice in business and technology consulting. …