K2's Next Generation Excel Reporting - Oklahoma Society of CPAs

Overview

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 format your spreadsheets quickly and efficiently 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.

Highlights

Identifying weaknesses in traditional reporting processes

Using leading-edge features in Excel to improve reporting practices

How to work with Power Query to solve common reporting challenges

Adding Slicers and Timelines to your Excel-based reports

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Designed For

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

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

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Leader Bios

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

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