Back to Search

Microsoft PowerBI - Introduction to Data Analysis in Excel Webinar

CPE

When
May 16
3:00 - 5:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOPBI103W2
Level
Intermediate
Prerequisites
Attended Microsoft PowerBI - Get Started with the Right Data or equivalent knowledge

Description

* This course is #3 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * 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 an introduction to the tools available in Excel to perform data analysis. It is part of our PowerBI series, so that you can learn how Excel can be used to perform data analysis before you start using the PowerBI tools. The focus is on what might need to be done with your data once it is in Excel. You will learn how to use various techniques to cleanse your data by removing errors and validating and standardizing data. You will also learn some basic data analysis features like sorting, subtotaling, database functions and math functions. This will provide a foundation for using Pivot Tables to analyze data. Our focus is on how and why you should use PivotTables but is not meant as a step-by-step guide on creating PivotTables and using all the options. Please attend the "Excel - Using PivotTables for Data Analysis" course for step-by-step instructions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

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

  • How to cleanse your data
  • Data analysis techniques in Excel
  • Using PivotTables for data analysis
This course is #3 in the Microsoft PowerBI series of webinars. Click button below to see suggested viewing order.

View Series Sequence


Speaker(s)

Bryan L. Smith, CPA.CITP, CISA

Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability.

Professional Experience and Credentials

  • Past Chair, MACPA Information Technology Task Force
  • Master of Science in Information Assurance
  • Past Member, AICPA CITP Credential Committee
  • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
  • Past Chair, MACPA Leadership Task Force
  • Regional Director in charge of mid-market technology services for top 10 accounting firm
  • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
  • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
  • Certified Information System Auditor (CISA)
  • Member of the Information System Audit and Control Association
  • Extensive experience in leading world class organizations through mission critical IT systems deployment

You May Also Like

Employee Benefit Plans Conference
May 21 | Malvern
Provides a regulatory update, and covers new standards and challenges affecting employee benefit plans and practitioners in this area. ...
Presentation Skills for Accountants and Auditors Webinar
May 20 | Webinar
Are you comfortable giving presentations and feel good about your performance, or does the experience make you anxious and leave you feeling dissatisfied? In this ...
Employee Benefit Plans Conference - Webcast
May 21 | Webinar
Provides a regulatory update, and covers new standards and challenges affecting employee benefit plans and practitioners in this area. ...