Webcast: K2's Advanced Excel Reporting - Best Practices, Tools and Techniques (XKAER17)
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In this course, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.

7/12/2017
When: 07/12/2017
12:00 PM until 4:00 PM
Where: Webcast
K2
United States
Presenter: Steven Phelan


Online registration is closed.
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Acronym XKAER
CPE 4 hours
Vendor K2 Enterprises
Category
Management
Level Advanced
Prerequisite Strong working knowledge of Excel 2007 or newer
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals who use Excel for reporting and want to improve quality of reports
Registration
Member $129
CPA Non-Member $179

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

In this course, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.

Objectives

Upon completing this course, you should be able to:

  • 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

Topics

  • Accessing the data
  • Creating dynamic reports
  • Visual reporting and analysis
  • Reporting with Excel Add-Ins