109  |  In Person Training  |  Advanced  |  Scheduled

K2's Advanced Excel Reporting - Best Practices, Tools and Techniques - VIRTUAL

Tuesday, August 25, 2020 1:00pm - 4:30pm

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

Are you taking full advantage off all that Excel has to offer? 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 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, this course can help. 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.

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Objectives

  • 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.

Instructors


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 Note

This course is also offered as a live stream.


Highlights

  • Accessing and linking data from external data sources
  • Creating dynamic reports
  • Visual reporting and analysis
  • Reporting with Excel add-ins

Your Price: $200.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended August 4, 2020.

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Instructors

Brian F. Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He teaches courses nationally through K2 Enterprises and is a senior faculty member with Becker CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.


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