Next Generation Excel Reporting - Part 2 | Earn CPE Credits!
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
MAJOR SUBJECTS COVERED
Key issues with traditional reporting models
The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments
How to create “repeatable/refreshable” reports in Excel that link data from external data sources
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ngr1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and Unsplash.com
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Previous Video(s)
Part 1 - • Next Generation Excel Reporting - Par...
-- Contents of this video ----------
00:00 - Intro
03:51 - What does Power Query do?
05:23 - Where can I find Power Query?
06:30 - What does a Power Pivot do and where to find it?
09:51 - What's another component of a Power Pivot?
10:57 - What's the idea behind DAX?
11:46 - What's a good resource to get an overview of the DAX language?
15:35 - What are Slicers and Timelines and what do they allow us to do?
18:44 - How do we utilize Slicers and Timelines in conjunction with each other?
24:45 - What are the Tables in Excel?
26:00 - Why you should use a Table as a precursor functionality to creating a Pivot Table?
27:58 - What are 3 ways to make Data into a Table?
29:13 - How to know you're in a Table in Excel?
31:34 - What's another big feature of Tables in Excel?
35:11 - What are some special things you should know about referencing stuff in Excel?
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