K2's Next Generation Excel Reporting
Wednesday, Dec. 17, 2025
9 a.m.-4:30 p.m. Central
8 CPE (8 technical)
Course code: 25SR-P041
View pricing
Transform your Excel-based reporting by leveraging powerful features like Data Models, Power Query, Power Pivot and Data Analysis Expressions to create more dynamic financial and operational reports in less time. Combine these with Excel's legacy tools to streamline data management and improve analytics. Learn how to use Power Query to link data, manage models for efficient reporting, and enhance insights with Key Performance Indicators, Slicers, and Timelines. Discover best practices for formatting reports professionally, enabling you to present clearer, more impactful data that helps drive better decision-making and boosts productivity.
Major subjects
-
Traditional reporting process weaknesses
-
Leading-edge Excel features for improved reporting
-
Power Query solutions for common reporting challenges
-
Excel-based reports Slicers and Timelines
Learning objectives
-
Identify deficiencies associated with traditional Excel-based reporting practices
-
Distinguish the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
-
Explain the steps for creating data queries and transformations using Power Query
-
Recognize the opportunities for managing Data Models in Power Pivot
-
Demonstrate the steps necessary for summarizing data from a Data Model using a PivotTable
-
Apply examples of formatting options and tools to enhance the appearance of an Excel-based report
Who should take this program?
- Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Pricing
|
Standard Member Fee |
$375.00
|
 Standard Nonmember Fee |
$475.00
|
MNCPA members save $100.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$475.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
