Next Generation Excel Reporting FLEXCAST
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
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.
Highlights
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.
Prerequisites
None.
Designed For
Business professionals to streamline and automate Excel-based financial and operational reporting processes.
Objectives
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.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Lawrence McClelland, Associate, K2 Enterprises, LLC
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. 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 for seven years 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. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Non-Member Price $113.00
Member Price $98.00