Next Generation Excel Reporting (On-Demand - K2E)
Overview
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
Upon completing this course, you should be able to:
- name at least three deficiencies associated with traditional Excel-based reporting practices
- distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
- cite the steps for creating data queries and transformations using Power Query
- identify the opportunities for managing Data Models in Power Pivot
- list the steps necessary for summarizing data from a Data Model using a PivotTable
- specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Content
- identifying weaknesses in traditional reporting processes
- using leading-edge features in Excel to improve reporting practices
- how to work with Power Query to solve common reporting challenges
- adding Slicers and Timelines to your Excel-based reports
Course Content Created: April 2024
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
- 8
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- 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.
Next Generation Excel Reporting (On-Demand - K2E)
- 8
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
Upon completing this course, you should be able to:
- name at least three deficiencies associated with traditional Excel-based reporting practices
- distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
- cite the steps for creating data queries and transformations using Power Query
- identify the opportunities for managing Data Models in Power Pivot
- list the steps necessary for summarizing data from a Data Model using a PivotTable
- specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Content
- identifying weaknesses in traditional reporting processes
- using leading-edge features in Excel to improve reporting practices
- how to work with Power Query to solve common reporting challenges
- adding Slicers and Timelines to your Excel-based reports
Course Content Created: April 2024
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.