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K2's Next Generation Excel Reporting

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 06/12/2025 from 9:00 am to 4:38 pm
 Mon, 06/23/2025 from 1:00 pm to 8:38 pm
 Thu, 07/03/2025 from 9:00 am to 4:38 pm
 Sat, 07/12/2025 from 10:00 am to 5:38 pm
 Mon, 07/14/2025 from 1:00 pm to 8:38 pm
 Thu, 07/24/2025 from 9:00 am to 4:38 pm
 Mon, 08/04/2025 from 1:00 pm to 8:38 pm
 Thu, 08/14/2025 from 9:00 am to 4:38 pm
 Mon, 08/25/2025 from 1:00 pm to 8:38 pm
 Thu, 09/04/2025 from 9:00 am to 4:38 pm
 Sat, 09/13/2025 from 10:00 am to 5:38 pm
 Mon, 09/15/2025 from 1:00 pm to 8:38 pm
 Thu, 09/25/2025 from 9:00 am to 4:38 pm
 Mon, 10/06/2025 from 10:00 am to 5:38 pm
 Thu, 10/16/2025 from 9:00 am to 4:38 pm
 Mon, 10/27/2025 from 10:00 am to 5:38 pm
 Thu, 11/06/2025 from 9:00 am to 4:38 pm
 Sat, 11/08/2025 from 10:00 am to 5:38 pm
 Mon, 11/17/2025 from 10:00 am to 5:38 pm
 Wed, 11/26/2025 from 9:00 am to 4:38 pm
 Mon, 12/08/2025 from 1:00 pm to 8:38 pm
 Thu, 12/18/2025 from 9:00 am to 4:38 pm
Designed For:

Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily

Prerequisite:

Fundamental knowledge of Excel 2019 or newer

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

Delivery Method: Individual webcast
CPE Credit: Accounting
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Name at least three deficiencies associated with traditional Excel-based reporting practices
  • Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  • Cite the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable
  • Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report 

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.