April 5, 2024


8 Total CPE Credits


Webinar (CA): K2's Next Generation Excel Reporting

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• 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

Major Topics

• Identifying weaknesses in traditional reporting processes
• Using leading-edge features in Excel to improve reporting practices
• How to work with Power Query to solve common reporting challenges
• Adding Slicers and Timelines to your Excel-based reports

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Fundamental knowledge of Excel 2019 or newer

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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