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Next Generation Excel Reporting

May 5, 2020 @ 2:35 pm - 4:15 pm

Course Description

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are 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. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.

Learning Objectives

List some of the deficiencies associated with traditional Excel-based reporting Identify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
Create data queries and transformations using Power Query
Identify the steps for managing Data Models in Power Pivot
List the steps necessary for summarizing data from a Data Model using a PivotTable


May 5, 2020
2:35 pm - 4:15 pm
Event Category:


CPE Credits
Basic knowledge of technology strategy and standards
NASBA Category
Computer Software and Applications
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
Houston, TX
Conference Title
Texas CPA Technology Conference
Event Time Zone