This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

Mastering Data Preparation and Analysis in Excel Logo aicpa

  $99.00 - 129.00 |   28 Oct 2017 |   11:00-13:00 |   CPE: 2.0 |   AICPA |   AICPA Store

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

After completing this class you will have the ability to:

  • Use Excel more efficiently
  • Realize the importance of proper spreadsheet design
  • Understand the power of using Excel for data analysis

Field of Study: Computer Science
Level: Intermediate
Prerequisites: A good understanding of Excel

Topics covered:
  • Management accounting: Technical: Management reporting & analysis: Financial analysis, Intermediate
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational
  • Management accounting: Technical: Accounting information systems: Information systems environment, Intermediate
  • IT management & assurance: Technical: Information management: Data management & analytics, Intermediate

Comments/Reflections