June 19, 2027


Vendor Webinar


8 CPE Credits

ACPEN: K2’s Next Generation Excel Reporting

June 19, 2027
Vendor Webinar
8 CPE Credits

ACPEN: K2’s Next Generation Excel Reporting

  • Instructor

    Steven
    Yoss

Learning Objectives

Identify 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 Apply the steps for creating data queries and transformations using Power Query  Identify the opportunities for managing Data Models in Power Pivot  Use PivotTables to summarize data contained in Data Models Differentiate between formatting options and tools that you can use to enhance the appearance of an Excel-based report

Major Topics

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

CPE Credits Available

8 CPE Credits
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting

Prerequisites

Fundamental knowledge of Microsoft Excel 

Advanced Preparation

 None

Intended Audience

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

Provider

ACPEN

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