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Live Webinar K2's Next Generation Excel Reporting

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Webcast Only

8.00 Credits

Member Price $289.00

Non-Member Price $339.00

Overview

New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports.  For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever.  Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments.

In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting.  Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data.  Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance.  This course should be at the top of your professional development list if you use Excel for any reporting process.

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

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Designed For

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

Objectives

After attending this presentation you will be able to . . .

• 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

Preparation

None

Leader(s):

Leader Bios

Stephen Yoss Jr, K2 Enterprises LLC

Stephen M. Yoss, Jr., CPA, is a certified public accountant, the senior technology strategist and principal of Yossio, 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. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems. In 2009, Stephen formed Yossio, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity. Prior to starting Yossio, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant. Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more. Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. Stephen calls Claremont, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Claremont, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.

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Non-Member Price $339.00

Member Price $289.00