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Mastering Data Preparation and Analysis in Excel

Description

Microsoft Excel is one of the most powerful programs available for CPAs.
It includes many time-saving techniques that most CPAs never put into
practice. In addition, Excel is the #1 data analysis tool for
accountants. Yet many accountants have never learned the basics of data
analysis using Excel or the tools that Excel offers to help with data
analysis. Learn the logical progression of spreadsheet creation,
including design concepts that EVERY CPA should incorporate into their
spreadsheets. Then, we will discuss concepts to eliminate manual data
entry and techniques to prepare your data for analysis. We will then
show you the available tools in Excel that will take your data analysis
to a new level. We will conclude with presenting the results of your
calculations and analysis. If there is only ONE course lo take to jump
start your Excel knowledge … THIS course is it. Be prepared to take
Excel to the next level.

Learning Objectives
  1. Use Excel more efficiently
  2. Realize the importance of proper spreadsheet design
  3. Understand the power of using Excel for data analysis
Major Topics
  1. Design: Defined Names
  2. Design: Excel Tables
  3. Design: Proofing
  4. Data Gathering: Connecting to Data Sources
  5. Data Preparation: Text, Lookup, Math Functions
  6. Data Analysis: Formatting (cell styles & conditional formatting)
  7. Data Analysis: PivotTable
  8. Data Analysis: Power Bl Tools Data Presentation
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Technology
CPE Field of Study
Computer Science*
2
Who Should Attend

Excel users who want to be more efficient analyzing data in Excel

Instructor(s)
Bryan Smith
Prerequisites
A good understanding of Excel
Location
Online
Event Information
When
Jun 11, 2016
11:00 am - 1:00 pm EST
Location
Online
Total CPE Credits
2
Format
Webinar

Register for this Event

Mastering Data Preparation and Analysis in Excel


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