On-Demand

2 CPE Credits

Advanced Excel for Staff - Build Reports and Analyze Data

On-Demand
2 CPE Credits

Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable.

Learning Objectives

  • 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

  • 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 Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Intermediate knowledge of Excel.

Advanced Preparation

Intermediate knowledge of Excel.

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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  • MACPA Non-Member

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