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Advanced Excel® Reporting: Best Practices, Tools, & Techniques

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

4

Description

If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, 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. You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program! Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program. “Identified several new tools to use in future reporting – looking forward to “play” with the new tools.” K.B., CPA IA “Excellent presentation! This class is just right for my level and answered many of my questions.” X.W., CPA WY   
 
Please note—This course will expire on Tuesday, December 31, 2019. If you don’t complete the course by midnight on this date, you will forfeit your registration fee for this course.   

Objective

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

Highlights

* Accessing and linking data from external data sources * Creating dynamic reports * Visual reporting and analysis * Reporting with Excel add-ins

Who Should Attend

Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports

Required Knowledge

Strong working knowledge of Excel 2007 or newer

Advanced Prep

None

Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelearning@ncacpa.org, and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at support@peachnewmedia.com.

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis. Early bird pricing runs January 1 through June 30, and regular pricing runs July 1 through December 31.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

Test Your System
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Share This Event

Event Vendor:K2 Enterprises
Field of Study:Accounting
Level: Advanced

Event Type:On Demand
Event Code:OD008419

Registration Fees

Registration Fee Early Bird Regular
CPE Select N/A $0.00
NCACPA Member N/A $150.00
Non-Member N/A $200.00