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Overview

8.0 Credits
ONLINE

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. Explore how to incorporate tools such as Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Discuss best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance.

New features added to Excel beginning with the 2016 release offer tremendous opportunities to improve Excel-based reporting for financial and operational reporting. Data models, Power Query, Data Analysis Expressions, Power Pivot, and many other tools can help you create more powerful reports 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.

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

Prerequisite

Fundamental knowledge of Excel 2016 or newer

Advanced Preparation

We encourage to participate with your laptop equipped with Excel 2016 or newer, including Excel provisioned through a Microsoft 365 or Office 365 subscription.  This program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.  
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Group-live demo and discussion. We encourage you to participate with your laptop equipped with Excel 2016 or newer, including Excel provisioned through a Microsoft 365 or Office 365 subscription. This program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.