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Transform static tables into clear, actionable visual insights for executive presentations.
This course provides a comprehensive approach to communicating departmental expenses by transitioning from traditional table-based reporting to effective graphical representations. It covers the end-to-end process of preparing financial data using Power Query and Power Pivot, including handling multiple source files, creating lookup tables, and building explicit DAX measures. Participants will learn to visualize deviation relationships such as budget-to-actual variances using various chart types, including column, bar, and line charts. The content also addresses advanced techniques like dynamic report titles, fiscal year adjustments, and mobile-optimized reporting in Power BI.
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.