K2's Advanced Excel Reporting - Best Practices, Tools, and Techniques Webinar
Aug 27 9:00 - 12:30 p.m.
Online
4-A&A CPE Credits
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. Highlights
Learn to build advanced Excel reports, including reports where the source data resides in your accounting software or another database. Leverage Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, and to extract data for reporting and analysis. Incorporate PivotTables into reporting, including how to add calculations to your PivotTables, grouping PivotTable data into fiscal reporting periods, and how filtering PivotTables using Slicers.Address best practices to present compelling and captivating Excel-based reports and charts, and to use two Excel add-ins – BizNet's Excel Business Information Suite and Microsoft's Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. Stop spending time accessing and converting financial data into useful reports. Take full advantage of Excel's reporting tools.
Registration
PICPA Member: $150 Nonmember: $201
More Information
Course No.
4203604C
Level:
Advanced
Prerequisites:
Strong working knowledge of Excel 2007 or newer.
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