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Excel - Using PivotTables for Data Analysis Webinar

CPE

When
Sept. 28
1:00 - 5:00 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $139 | Nonmember: $189


 More Information

Course No.
CXOXLS133W4
Level
Intermediate
Prerequisites
A working knowledge of Excel features and functions.
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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.

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


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

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