Advanced Excel Reporting - Best Practices, Tools, and Techniques | 4183604H

Instructors

Date :
March 14, 2019 6:00 AM - 9:30 AM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Advanced
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 4.00
Show tabs
Learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as an accounting software database, to extract data for reporting and analysis. Also, learn how to incorporate PivotTables into reporting routines, including how to add calculations to PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter PivotTables using Slicers. Discover best practices for presenting compelling and captivating Excel-based reports and charts, and how to use two Excel add-ins, BizNet's Excel Business Information Suite and Microsoft's Power Pivot, to streamline and automate many of the manual processes associated with building reports.

Objectives:


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.

Major Subjects:


Import data from external databases
Tables and PivotTables
Excel shortcuts for formatting financial reports
Excel templates to improve reporting productivity

Advanced Prep:

None

Misc. Information:

None
Level of Difficulty:
Advanced
Field of Interest:
Computer Software and Applications
Prerequisites:
None
Designed For:
Accountants and financial professionals

Instructors

Nancy Teixeira

Materials:

  • Materials - eBook