K2's 2023 Next Generation Excel Reporting
Date/Time
3/7/2025
9:00 AM - 4:38 PM Central
Course Registration
Member: $225.00
Non-Member: $245.00
Credits
8 Credits
Event Type(s)
Webinars
Event Description

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.


Speakers:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Location
Webinar
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