Mastering Data Preparation and Analysis in Excel


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. We will be providing an overview of these important topics: Design • Defined Names • Excel Tables • Proofing Data Gathering • Connecting to Data Sources Data Preparation • Text, Lookup, Math Functions Data Analysis • Formatting (cell styles & conditional formatting) • PivotTable • Power Bl Tools Data Presentation

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. We will be providing an overview of these important topics:DesignDefined NamesExcel TablesProofingData GatheringConnecting to Data SourcesData PreparationText, Lookup, Math FunctionsData AnalysisFormatting (cell styles & conditional formatting)PivotTablePower Bl Tools Data Presentation
Course Level
CPE Field of Study
Computer Science*
Who Should Attend
Excel users who want to be more efficient analyzing data in Excel
Bryan Smith
Online Course
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Oct 29, 2016
11:00 am - 1:00 pm
Total CPE Credits
Bryan Smith


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Mastering Data Preparation and Analysis in Excel