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.
Are
you using features such as Data Models, Power Query, and Power Pivot? If not,
it’s time to learn about newer options in Excel to take your reporting practices
to the next level, and you will do precisely that in K2’s Next Generation Excel
Reporting.
•
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
This
course is designed for Excel users who want to improve Excel-based reporting
processes to create accurate reports quickly and easily.