K2's Next Generation Excel Reporting

K2's Next Generation Excel Reporting

K2’s Next Generation Excel Reporting

Accounting
8 CPE Credits
Course - K2's Next Generation Excel Reporting
23s-nge
Webinar
Live
Intermediate
400 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • 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

Learning Objectives

  1. List the steps necessary for summarizing data from a Data Model using a PivotTable
  2. Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
  3. Name at least three deficiencies associated with traditional Excel-based reporting practices
  4. Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  5. Cite the steps for creating data queries and transformations using Power Query
  6. Identify the opportunities for managing Data Models in Power Pivot

Description

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.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

Compliance Information

Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily None Accounting 8 Credits November 2, 2022
Topics

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.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.

Course Details

  • Fraud in small business environments
  • Internal control options in small business accounting software
  • Understanding the need for application controls and general controls
  • Common challenges associated with implementing appropriate internal controls in small business environments

  1. Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
  2. Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
  3. Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
  4. List the objectives and common deficiencies of small business accounting systems
  5. Define the purpose of general controls and list examples of typical control techniques in small businesses
  6. Implement technology tools to prevent and detect occupational fraud
  7. List opportunities to enhance security over information systems and sensitive data

Intended Audience — Business professionals responsible for internal control and fraud prevention and detection

Advanced Preparation — None

Field of Study — Auditing

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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