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Live Webcast Replay

K2’s Advanced Excel Data Magic – Managing, Analyzing, and Reporting


Total Credits: 8 including 8 Accounting - Technical

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

Dates

Price


Description

With tools such as Data Models, Power Query, and Power Pivot, today’s versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss.

 

In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel’s Power Query feature to both link and transform data from external data sources – such as your accounting or ERP system – into Excel so that you use this data in your reports.

 

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Define the term “Data Model” and identify the steps for creating Data Models in Excel
  • Identify the steps necessary to link data from external data sources into Excel using Power Query
  • Create transformations in Power Query to facilitate simpler and more timely reporting
  • List the key benefits associated with using Power Pivot to manage your Data Models
  • Create PivotTables and PivotCharts to summarize your financial data into useful reports and statements

Major Subjects
  • Excel
  • Accounting

Course Materials

Dates

Thu, Oct 29, 2020 - 08:30am to 04:08pm CDT
Mon, Nov 16, 2020 - 11:30am to 07:08pm CST
Thu, Dec 10, 2020 - 08:30am to 04:08pm CST
Mon, Dec 28, 2020 - 11:30am to 07:08pm CST
Thu, Jan 21, 2021 - 08:30am to 04:08pm CST
Mon, Feb 08, 2021 - 11:30am to 07:08pm CST
Thu, Mar 04, 2021 - 08:30am to 04:08pm CST
Mon, Mar 22, 2021 - 11:30am to 07:08pm CDT
Thu, Apr 15, 2021 - 08:30am to 04:08pm CDT
Mon, May 03, 2021 - 11:30am to 07:08pm CDT
Thu, May 27, 2021 - 08:30am to 04:08pm CDT
Mon, Jun 14, 2021 - 11:30am to 07:08pm CDT
Thu, Jul 08, 2021 - 08:30am to 04:08pm CDT
Mon, Jul 26, 2021 - 11:30am to 07:08pm CDT
Thu, Aug 19, 2021 - 11:30am to 07:08pm CDT
Tue, Sep 07, 2021 - 11:30am to 07:08pm CDT
Mon, Sep 27, 2021 - 11:30am to 07:08pm CDT
Thu, Oct 21, 2021 - 08:30am to 04:08pm CDT
Mon, Nov 08, 2021 - 11:30am to 07:08pm CST
Thu, Dec 02, 2021 - 08:30am to 04:08pm CST
Mon, Dec 20, 2021 - 11:30am to 07:08pm CST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental knowledge of Excel
Advanced Preparation None
Designed For CPAs and other financial and business professionals who are seeking quicker and more accurate ways to prepare financial reports and summaries using Excel 2016 and newer.
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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