Next Generation Excel Reporting

Salepage : Next Generation Excel Reporting
Archive : Next Generation Excel Reporting Digital Download
Delivery : Digital Download Immediately

Because of new and enhanced capabilities in Excel tools like Power Query and Power Pivot, yesterday’s ways for creating reports in Excel have become obsolete. Building queries and transformations with Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, decreasing reliance on formulae with PivotTables, and adding visualizations where applicable are best practices for next generation reporting. Take part in this workshop to understand the best techniques for producing and automating Excel-based reports.

Fundamental Course Information

Objectives of Learning

After finishing this session, you should be able to:

List some of the shortcomings of typical Excel-based reporting.
Determine the functions of tools like Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports.
Power Query may be used to create data queries and transformations.
Determine the procedures for managing Data Models in Power Pivot.
List the procedures involved in summarizing data from a Data Model with a PivotTable.

Major Topics

Traditional reporting approaches have several flaws.
In Excel-based reporting systems, the jobs associated with various Excel tools such as Power Query, Power Pivot, Data Analysis Expressions, and PivotTables.
How to make “repeatable/refreshable” Excel reports that link data from external sources

Tommy Stephens graduated from Auburn University in 1985 with a Bachelor of Science in Business Administration (major in Accounting). He received his Master of Science degree (Major in Finance) from Georgia State University in Atlanta in 1992. Tommy now has the designations of Certified Public Accountant, Certified Information Technology Professional, and Chartered Global Management Accountant.

Tommy has earned great expertise in a number of areas over his professional career, including:

Working as an auditor and technology consultant for an Atlanta-based public accounting firm; Managing a Cost Accounting team and leading an Internal Audit staff for a Fortune 500 corporation;
Working as the Chief Financial Officer for a multinational engineering firm; and founding and operating his public accounting firm, which offers accounting, tax, and consulting services to individuals and a range of small and developing enterprises.

Tommy started writing and presenting continuing professional education courses to accounting and finance professionals in 1995. He joined K2 Enterprises as an associate in 2003 and became a partner in 2007. He has taught on topics such as internal controls for small firms, technological strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications throughout the world. Tommy has delivered over 2,700 instructional programs to over 70,000 attendees across the United States and Canada over the last twenty-five years.

Tommy currently resides in Woodstock, Georgia, where he maintains a busy personal life with his wife. Snow skiing, fishing, jogging, and other outdoor sports are among his interests. Tommy is a member of the American Institute of Certified Public Accountants as well as the Georgia Society of Certified Public Accountants. He is also a former member of the Institute of Internal Auditors.

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