November 21, 2025


Webcast Replay


2 CPE

Advanced Excel for Staff - Build Reports and Analyze Data

November 21, 2025
Webcast Replay
2 CPE

Advanced Excel for Staff - Build Reports and Analyze Data

Learning Objectives

After attending this presentation, you will be able to...

  • Apply Excel workflows to build efficient and accurate data reports.
  • Analyze data sets to calculate key performance metrics and insights.
  • Utilize Excel formatting tools to structure reports for clarity and professional presentation.

Major Topics

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

  • Building Reports Workflow: Understand the steps for creating professional and functional reports.
  • Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.
  • Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights.
  • Format and Structure Report: Use formatting tools to create visually appealing and structured reports.
  • Review and Validate: Verify data accuracy and troubleshoot potential errors.
  • Share the Report: Learn methods for distributing reports effectively within your organization.

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar).

Advanced Preparation

Download the handout and practice material prior to course.

Intended Audience

Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs.

Provider

CPA Crossings

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