K2's Advanced Excel Data Magic - Managing, Analyzing, and Reporting

K2's Advanced Excel Data Magic - Managing, Analyzing, and Reporting

Course Information

8

CPE Credits

8-Hour Course
Accounting (8 Credits)

Fundamental Knowledge of Excel

Prerequisites

Advanced

Program Level

No

Preparation

Course Information

8

CPE Credits

8-Hour Course
Accounting (8 Credits)

Fundamental Knowledge of Excel

Prerequisites

Advanced

Program Level

No

Preparation

Major Topics

Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!

In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.

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Course Description

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With tools such as Data ModelsPower 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

Upon completing this course, you should be able to:

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Who is the course for?

CPAs and other financial and business professionals who are seeking quicker and more accurate ways to prepare financial reports and summaries using Excel 2016 and newer.

Instructional Delivery Method

Group-live demonstration and discussion. This course is “laptop-friendly” and participants will have access to demonstration files.  This course focuses on features found in Excel 2016 and newer for Windows.

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