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Courses/Office Productivity/MS Excel

Excel University Lesson 502: Mastering Data-Driven Financial Reporting

Build a repeatable, automated process to track travel expenses and headcount across departments.

Created byJeff Lenningworkspace_premium
AdvancedUpdated Sep 21, 2026
Excel University Lesson 502: Mastering Data-Driven Financial Reporting

What You'll Learn

check_circleApply Power Query transformations to clean and restructure raw financial data
check_circleDefine one-to-many relationships within a data model to support multi-table reporting
check_circleConstruct explicit DAX measures for complex financial calculations
check_circleDesign bar-based visualizations that accurately represent ranking and part-to-whole data
check_circleImplement small multiples to facilitate comparative analysis across departments

About This Course

This course provides a comprehensive framework for creating automated financial reports using Excel and Power BI. It covers the end-to-end process of data transformation, including cleaning and transposing raw data, establishing data models with relationships, and creating calculated measures using DAX. Learners will explore how to visualize ranking and part-to-whole relationships through bar charts and small multiples, ensuring data accuracy and clarity for executive stakeholders. The content emphasizes building sustainable, refreshable reporting processes that minimize manual rework when underlying data changes.

Topics Covered

  • Data transformation with Power Query
  • Data model relationship management
  • DAX measure creation and calculation
  • Ranking and part-to-whole data relationships
  • Clustered bar chart visualization techniques
  • Small multiples for comparative analysis
  • Conditional formatting for data visualization
  • Automated report refreshing and maintenance

Your Instructor

Jeff Lenning
Jeff Lenning

CPA and Microsoft Certified Trainer

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star1,160 reviews

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.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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