4203617J  |  Webcasts & Webinars  |  Advanced  |  Scheduled

K2's Excel Data Magic, Including Advanced PivotTables & power pivot Acquiring, Analyzing & Visualizing Your Data Webcast | 4203617J

Wednesday, January 20, 2021 7:00am - 2:30pm

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Leave manual reporting behind. Move into the world of automatically linking data into Excel for analyzing, reporting, and preparing visualizations. Use tools such as Power Query and Power Pivot, to leverage your existing knowledge of PivotTables to do more. Summarizing, analyzing, and reporting potentially very large volumes of data.

Explore automated data queries to link data from external databases to Excel. Transform data into Data Models. Learn Power Pivot and CUBE formulas to streamline summarizing and reporting of data. See advanced features including Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline reporting. Create compelling visualizations of summarized data to communicate the true meaning behind the numbers. Note: This program is an advanced-level course. Many of the concepts in this course depend upon access to Power Pivot, Power Query, and Power View, available only in the Windows-based premium editions of Excel 2013 and Excel 2016.

Objectives

Construct and manage links from external data sources into Excel for the automatic acquisition of data.
Define, build, and manage Data Models and build PivotTables from these objects.
Create PivotTables using Power Pivot, including PivotTables that summarize data from multiple data sources.
Utilize Data Analysis Expressions and other tools to add calculations to PivotTables.
Add features such as Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables.
Create compelling visualizations of the data in your Power Pivot-based PivotTables using PivotCharts and Power View.

Instructors


Designed For

Business professionals using the Windows-based premium editions of Excel 2013 and Excel 2016 who are seeking to extend their knowledge of Excel as a reporting tool


Highlights

External data sources into Excel
Data Models and build PivotTables
Power Pivot, including PivotTables that summarize data from multiple data sources
Data Analysis Expressions
Key Performance Indicators, Dimensions, and Hierarchies to Power Pivot-based PivotTables

This event is currently not available for registration. If you have any questions, please give us a call at 405-841-3800 or email us at cpe@oscpa.com.

Instructors

Thomas G. Stephens

Thomas G. (Tommy) Stephens Jr., CPA, CITP, CGMA, is an associate at K2 Enterprises. After working at BellSouth Corportation Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area in 1994. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services on small business accounting software. Additionally, he began writing and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises, where he continues to develop and present educational programs to accounting and finance professionals.


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