Next Generation Excel Reporting

2 Credits: Accounting


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Course Level
CPE Credits

2 Credits: Accounting

Course Description

This course is a deep dive into the advanced features of Excel that are shaping the future of reporting. As Excel evolves, so do the best practices for report generation, and this session is your gateway to mastering these new techniques. You will learn about the roles of cutting-edge tools like Power Query, Power Pivot, and Data Analysis Expressions in enhancing Excel-based reports. The course provides step-by-step guidance on creating data queries and transformations using Power Query, as well as managing data models in Power Pivot. Additionally, it focuses on summarizing data from a Data Model using a PivotTable, reducing the dependency on traditional formulas. The benefits of this course are immense, equipping you with the skills to not just keep up with but excel in the next generation of Excel reporting, making your data analysis more efficient, accurate, and visually compelling.

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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
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Course Specifics

Course ID
Revision Date
April 20, 2020

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

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

Lawrence M. McClelland Headshot

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. …