K2's Advanced Excel Reporting - Best Practices, Tools, and Techniques Webcast | 4203604L

Tuesday, April 20, 2021
Webcast or Webinar, Online
12:00PM - 3:30 PM (opens at 11:30AM) EST
Accounting and Auditing

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$150.00 Regular Price
$201.00 Regular Price
Course Type: Webcast
Course Code: 21/4203604L
Level: Advanced
Vendor: California CPA Education Foundation
Field of Study: Accounting


Learn to build advanced Excel reports, including reports where the source data resides in your accounting software or another database. Leverage Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, and to extract data for reporting and analysis. Incorporate PivotTables into reporting, including how to add calculations to your PivotTables, grouping PivotTable data into fiscal reporting periods, and how filtering PivotTables using Slicers.Address best practices to present compelling and captivating Excel-based reports and charts, and 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 Excel-based reports. Stop spending time accessing and converting financial data into useful reports. Take full advantage of Excel's reporting tools.


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 Topics:

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

Designed 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


Strong working knowledge of Excel 2007 or newer.