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 Pivot Tables into your reporting routines, including how to add calculations to your Pivot Tables, how to group Pivot Table data into fiscal reporting periods, and how to filter your Pivot Tables 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. For more details, please visit www.k2e.com/exr-4.
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 Pivot Tables 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
* 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
Strong working knowledge of Excel® 2007 or newer
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], 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 [email protected].
*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.
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.
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