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 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.

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
Prerequisites

Intermediate level knowledge of Microsoft Office Excel and its use in reporting environments

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

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. 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. …

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

Next Generation Excel Reporting

CPE CREDITS
2 Credits: Accounting

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

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 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.

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
Prerequisites

Intermediate level knowledge of Microsoft Office Excel and its use in reporting environments

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

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. 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. …

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

Next Generation Excel Reporting

CPE CREDITS
2 Credits: Accounting

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$98.00