1. New Developments in Excel Reporting
Jeff Lenning CPA
Excel University, Inc.

2. Jeff Lenning CPA CITP
Excel University

3. Objective Easy … right? Let’s take a look at the source data
Actual Folder
Database
Budget Folder
Excel files: excel-university.com/app2p

4. Process Overview
Excel files: excel-university.com/app2p

5. (Power Pivot, DAX Engine)
Process Overview
Data Model
(Power Pivot, DAX Engine)
Get & Transform Query
(Power Query, M Engine)
Excel files: excel-university.com/app2p

6. Excel Steps Budget Actual.xlsx Get & Transform Query (Power Query)
Data Model (Power Pivot)
PivotTable
PivotChart
Budget Actual.xlsx
Excel files: excel-university.com/app2p

7. References
excel-university.com/blog

8. Thank you! Excel University Resources Keep in Touch
Session files: excel-university.com/app2p
Articles: excel-university.com/articles
Keep in Touch
Linkedin: linkedin.com/in/jefflenning
Blog: excel-university.com/blog