List some of the deficiencies associated with traditional Excel-based reportingIdentify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reportsCreate data queries and transformations using Power QueryIdentify the steps for managing Data Models in Power PivotList the steps necessary for summarizing data from a Data Model using a PivotTable Highlights
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.
Registration
PICPA Member: $75 Nonmember: $101
More Information
Course No.
4204364B
Level:
Update
Prerequisites:
Fundamental knowledge of hardware, software, and technology trends
Notes
None
Speaker(s)
Thomas Stephens
K2 Enterprises
Thomas G. Stephens, Jr.,
CPA.CITP
Bachelor of Science in Business Administration, Major in
Accounting,AuburnUniversity
Master
of Science, Major in Finance (emphasis in Corporate Finance), GeorgiaStateUniversity
Twenty-five
Years of Public Accounting Experience, Five Years of Corporate Internal
Auditing Experience, Four Years of Corporate and Cost Accounting Experience
Nineteen
Years of Experience as a Continuing Professional Education Discussion
Leader
Member
of the American Institute of Certified Public Accountants and the Georgia
Society of Certified Public Accountants; Past Member of the Institute of
Internal Auditors
To
Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000
Participants