CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Accounting

Course Description

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 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.

Major Subjects Covered

  • Key issues with traditional reporting models
  • The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
  • How to create “repeatable/refreshable” reports in Excel that link data from external data sources

Learning Objectives

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

Course Specifics

Course ID
WC11207012
Revision Date
April 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Lawrence M. McClelland Headshot
K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD)

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. Mac gained practical experience in information systems with the National Aeronautics and Space Administration (NASA), and has an established practice in business and technology consulting. Mac …

K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD) Read More »

Next Generation Excel Reporting

CPE CREDITS
2 Credits: Accounting

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Accounting

Course Description

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 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.

Major Subjects Covered

  • Key issues with traditional reporting models
  • The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
  • How to create “repeatable/refreshable” reports in Excel that link data from external data sources

Learning Objectives

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

Course Specifics

Course ID
WC11207012
Revision Date
April 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Lawrence M. McClelland Headshot
K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD)

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. Mac gained practical experience in information systems with the National Aeronautics and Space Administration (NASA), and has an established practice in business and technology consulting. Mac …

K2 Enterprises (Lawrence A. (Mac) McClelland, MBA, JD) Read More »

Next Generation Excel Reporting

CPE CREDITS
2 Credits: Accounting

$125.00