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
Register Now
Leaders
Stephen Yoss
Stephen M. Yoss, Jr., MS, CPA, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.