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