K2’s Next Generation Excel Reporting
Live Virtual Seminar
8.00 Credits
Member Price $255.00
Price will increase by $50 on 9/4
Non-Member Price $365.00
Price will increase by $50 on 9/4
Overview
Are you using features such as Data Models, Power Query, and Power Pivot? If not, it’s time to learn about newer options in Excel to take your reporting practices to the next level, and you will do precisely that in K2’s Next Generation Excel Reporting.
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 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
Leader(s):
Leader Bios
Lawrence McClelland, K2 Enterprises LLC
Lawrence (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 $365.00
Member Price $255.00