K2's Next Generation Excel Reporting

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  • Date/Time
    • Jun 23, 2025
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 3:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / K2 Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting (8.00)
  • Prerequisites
    • Fundamental knowledge of Microsoft Office Excel 2019 or newer

  • Vendor
    • K2 Enterprises
  • Level
    • Intermediate
  • Fields of Study
    • Accounting
  • Message
    • Virtual Experience

Designed For

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

Objectives

  • Name 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
  • Cite the steps for creating data queries and transformations using Power Query
  • Identify the opportunities for managing Data Models in Power Pivot
  • List the steps necessary for summarizing data from a Data Model using a PivotTable
  • Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report

Highlights

  • 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

Advanced Prep

  • None

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Leaders

Lawrence McClelland

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

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