K2's Next Generation Excel Reporting Webcast | 4204364C

Course Details


Wednesday, October 21, 2020

7:00am – 8:40am
(Registration: 6:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of hardware, software, and technology trends


New and improved features in Excel tools, such as Power Query and Power Pivot, make yesterday's techniques for generating reports obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Master best practices for preparing and automating your Excel-based reports.


Key issues with traditional reporting models
The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
How to create "repeatable/refreshable" reports in Excel that link data from external data sources


List some of the deficiencies associated with traditional Excel-based reporting
Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
Create data queries and transformations using Power Query
Identify the steps for managing Data Models in Power Pivot
List the steps necessary for summarizing data from a Data Model using a PivotTable

Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivityTBD

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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