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K2’s Advanced Excel Data Magic – Managing, Analyzing, and Reporting

September 29, 2020 @ 8:00 am - 4:00 pm

Course Description

With tools such as Data Models, Power Query, and Power Pivot, today’s versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss.
In K2’s Advanced Excel Data Magic, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel’s Power Query feature to both link and transform data from external data sources – such as your accounting or ERP system – into Excel so that you use this data in your reports.

Learning Objectives

Define the term “Data Model” and identify the steps for creating Data Models in Excel
Identify the steps necessary to link data from external data sources into Excel using Power Query
Create transformations in Power Query to facilitate simpler and more timely reporting
List the key benefits associated with using Power Pivot to manage your Data Models
Create PivotTables and PivotCharts to summarize your financial data into useful reports and statements


September 29, 2020
8:00 am - 4:00 pm
Event Category:


CPE Credits
Fundamental knowledge of Excel
NASBA Category
Brian Tankersley
Delivery Method
Group Live Seminar
Who Should Attend
Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions
K2 Event ID
Event Location
Brentwood, TN
Conference Title
K2's Advanced Excel Data Magic - Managing, Analyzing, and Reporting
Event Time Zone


TSCPA Meeting Center
201 Powell Place
Brentwood,TN37027United States
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