Next Generation Excel Reporting - Virtual
Availability
Registration Required
Online Meeting
Sep 09, 2026 9:00 AM - 5:00 PM CT
Cost
Member: $355.00
Non-Member: $455.00
Retired: $355.00
Educator & Government & Non-Profit Member: $355.00
Credit Offered
8 CPE Credits

Unlock the full potential of Excel and transform your operational and financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions, and Power Pivot, you can create powerful summaries and schedules in record time. Combine these with Excel’s legacy features, and you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query and how it seamlessly links data into Excel data models, enabling more efficient and insightful reporting. Learn to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance data analytics and understandability. Plus, master best practices for quickly and efficiently formatting your spreadsheets, giving them a polished and professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills and stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.

Upon completing this course, you should be able to:

  • Identify at least three deficiencies associated with traditional Excel-based reporting practices
  • Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
  • Apply the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • Use PivotTables to summarize data contained in Data Models
  • Differentiate between formatting options and tools that you can use to enhance the appearance of an Excel-based report


  • 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
Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Fundamental knowledge of Microsoft Excel

Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you have questions at least 24 hours before the course begins: webinar@k2e.com. Thank you.

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