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Monday, March 3, 2025 Live Webcast

Excel - Using PivotTables for Data Analysis (X2-44622)

9:00 AM - 1:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

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.

HIGHLIGHTS

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

COURSE LEVEL

Intermediate

PREREQUISITES

A working knowledge of Excel features and functions.

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 3 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings