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 to take to jump start your Excel knowledge ... THIS course is it. Be prepared to take Excel to the next level.


Wednesday, February 5, 2020
Registration Time: 10:00am
10:00am – 12:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge


Designed For

All accounting professionals




A good understanding of Excel

Advanced Preparation



This webcast will provide 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


Upon completion of this webcast, you will be able to: - Use Excel more efficiently - Realize the importance of proper spreadsheet design - Understand the power of using Excel for data analysis


N/A (This is a webcast)
Member Fee $99.00
Non-Member Fee $129.00
Your Price $129.00

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