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Live Webcast Replay

K2’s Advanced Excel Reporting – Best Practices, Tools, & Techniques


Total Credits: 4 including 4 Accounting - Technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
K2 Enterprises
Course Levels:
Advanced
Duration:
4 hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Price


Description

If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.

 

You will also learn best practices for presenting compelling and captivating Excel-based reports and  charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!

 

Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.

 

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Link and import data from external databases – including multi-table databases – into Excel
  • Use Tables and PivotTables to create accurate financial reports and analyses
  • List and apply Excel shortcuts for formatting financial reports
  • Implement Excel templates to improve reporting productivity
  • Identify opportunities to work with third-party tools to streamline reporting in Excel

Major Subjects
  • Accounting
  • Technology for CPAs
  • Excel

Course Materials

Dates

Fri, Oct 23, 2020 - 02:30pm to 06:09pm EDT
Thu, Nov 12, 2020 - 10:00am to 01:39pm EST
Mon, Nov 23, 2020 - 02:30pm to 06:09pm EST
Sat, Dec 12, 2020 - 10:00am to 01:39pm EST
Wed, Dec 23, 2020 - 02:30pm to 06:09pm EST
Tue, Jan 12, 2021 - 10:00am to 01:39pm EST
Sat, Jan 23, 2021 - 02:30pm to 06:09pm EST
Fri, Feb 12, 2021 - 10:00am to 01:39pm EST
Tue, Feb 23, 2021 - 02:30pm to 06:09pm EST
Fri, Mar 12, 2021 - 10:00am to 01:39pm EST
Tue, Mar 23, 2021 - 02:30pm to 06:09pm EDT
Mon, Apr 12, 2021 - 10:00am to 01:39pm EDT
Fri, Apr 23, 2021 - 02:30pm to 06:09pm EDT
Wed, May 12, 2021 - 10:00am to 01:39pm EDT
Wed, May 26, 2021 - 02:30pm to 06:09pm EDT
Sat, Jun 12, 2021 - 10:00am to 01:39pm EDT
Wed, Jun 23, 2021 - 02:30pm to 06:09pm EDT
Mon, Jul 12, 2021 - 10:00am to 01:39pm EDT
Fri, Jul 23, 2021 - 02:30pm to 06:09pm EDT
Thu, Aug 12, 2021 - 10:00am to 01:39pm EDT
Mon, Aug 23, 2021 - 02:30pm to 06:09pm EDT
Fri, Sep 10, 2021 - 10:00am to 01:39pm EDT
Thu, Sep 23, 2021 - 02:30pm to 06:09pm EDT
Tue, Oct 12, 2021 - 10:00am to 01:39pm EDT
Sat, Oct 23, 2021 - 02:30pm to 06:09pm EDT
Fri, Nov 12, 2021 - 10:00am to 01:39pm EST
Tue, Nov 23, 2021 - 02:30pm to 06:09pm EST
Tue, Dec 14, 2021 - 10:00am to 01:39pm EST
Thu, Dec 23, 2021 - 02:30pm to 06:09pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Strong working knowledge of Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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