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K2 Enterprises

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

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

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If you're looking to develop advanced Excel reports, particularly those where the source data is housed in your accounting software or another database, this program is essential for your CPD requirements! In this seminar, you'll discover how to utilize Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel with external data sources, such as your accounting software database, enabling you to extract data for reporting and analysis. You'll also learn to integrate PivotTables into your reporting processes, including adding calculations, grouping data into fiscal reporting periods, and filtering using Slicers. Additionally, you'll explore best practices for presenting compelling Excel-based reports and charts and how to leverage two Excel add-ins – BizNet's Excel Business Information Suite and Microsoft's Power Pivot – to automate and streamline many manual reporting tasks. In summary, if you create financial or operational reports in Excel, this program is a must! Many accounting and financial professionals spend excessive time in Excel accessing and transforming financial data into useful reports. If there’s a chance you’re not fully utilizing Excel’s capabilities as a reporting tool, plan to attend this program.

Learning Objectives
Upon completing this course, you will 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.

Course Information

  • CPD Credit: 4.0 hours in Computer Software and Applications
  • Prerequisites: Strong working knowledge of Excel 2007 or newer
  • Program Level: Advanced
  • Advance Preparation: None
  • Who Should Participate: Professionals seeking to enhance their Excel reporting skills.

Instructor

  • Name: K2 Enterprises
  • Hometown: Hammond, LA
  • Bio: K2's mission is to deliver top-tier technology seminars and conferences for business professionals. We collaborate with professional organizations, such as provincial CPA societies and associations of Chartered Accountants, and technology vendors
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