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Excel - Using PivotTables for Data Analysis

Available Until

On-Demand Only

4.00 Credits

Member Price $39.00

Non-Member Price $59.00

Overview

Description:

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.


This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features.


This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Learning Objectives:

After completing this class you will have the ability to...

  • Understand the advantages of using PivotTables to analyze data from multiple dimensions.
  • Create a PivotTable using a step-by-step process that will analyze accounting data.
  • Use all PivotTable options to maximize your data analysis.
  • Create PivotCharts to present your data graphically for the most effective analysis.

Program Content:

The major topics that will be covered in this class include:

  • The advantages of PivotTable for Data Analysis
  • Step-by-Step PivotTable creation
  • Creating PivotCharts

Who should attend: All CPAs and Accounting Professionals that want to learn how to analyze data

Field of Study: Computer Software & Applications


Program Level: Intermediate


Developed By: CPA Crossings, LLC

Instructor: Bryan L. Smith, CPA.CITP, CISA

Prerequisites: A working knowledge of Excel features and functions.

Advanced Preparation: None

Format: QAS Self-Study

Highlights

  • The advantages of PivotTable for Data Analysis
  • Step-by-Step PivotTable creation
  • Creating PivotCharts

Prerequisites

A working knowledge of Excel features and functions.

Designed For

All CPAs and Accounting Professionals that want to learn how to analyze data

Objectives

  • Understand the advantages of using PivotTables to analyze data from multiple dimensions.
  • Create a PivotTable using a step-by-step process that will analyze accounting data.
  • Use all PivotTable options to maximize your data analysis.
  • Create PivotCharts to present your data graphically for the most effective analysis.

Preparation

None

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. Specialized knowledge in project management systems Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan Treasurer of the Microsoft Project Users Group - Michigan Member of the AICPA CITP (Certified Information technology Professional) Credential Committee Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

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Non-Member Price $59.00

Member Price $39.00

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