Advanced Excel Reporting - Best Practices, Tools, & Techniques (On-Demand - K2E)
Overview
If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this course should be at the top of your list!
Access expires 180 days from purchase date |
Course Description
Applicable for
Anyone who generates financial or operational reports in Excel.
Learning Objectives
Upon completing this course, you should 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
Content
Course Content Created: 2023
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Advanced Excel Reporting - Best Practices, Tools, & Techniques (On-Demand - K2E)
- 4
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this course should be at the top of your list!
Access expires 180 days from purchase date |
Course Description
Applicable for
Anyone who generates financial or operational reports in Excel.
Learning Objectives
Upon completing this course, you should 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
Content
Course Content Created: 2023
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.