Advanced Excel Reporting-Best Practices, Tools and Technique

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.

 

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 PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods and how to filter your PivotTables using Slicers.

You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use Excel tools such as 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.

The program focuses on Excel for Windows, but some of the features can be found in Excel for Mac. A strong working knowledge of Excel 2010 or newer is recommended for this course

Applicable For

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

Content

Upon completing this session, you should be able to:

  • Link and import data from external databases – including multi-table databases – into Excel
  • Use Tables and PivotTables 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

What to Expect

Upon completing the registration process, you will receive an email from the provider within two business days confirming your registration along with instructions on how to join. Registrants can come and go from the course as often as they like.

Access to the course will expire December 31.2022.

A test with 5 questions per hour and a 70% pass rate is required to confirm attendance.

How Do I Connect?

Follow the steps outlined in the provider email to join the training session.

If you are having any technical issues during the session, please view the Help resources, where you will find technical support for the most common questions. If you need additional assistance, please call 1 985.542.9390 or send an email to [email protected].

CPA Manitoba PD Terms and Conditions
When
4/1/2022 - 3/31/2023
Online registration not available.

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