Mastering Data Preparation and Analysis in Excel
LIVE

Online Event

03 December, 2018 + 2 more

9:00 am - 11:00 am UTC

Webcast
9:00 am - 11:00 am UTC

Mastering Data Preparation and Analysis in Excel

Speaker: Bryan Smith, CPA, CITP, CISA

  • Format

    Webcast

  • Level

    Intermediate

  • Duration

    2h

This webcast provides the logical progression of spreadsheet creation, including design concepts that every accountant should incorporate into their spreadsheets. Then, concepts to eliminate manual data entry and techniques to prepare your data for analysis.

Learning outcomes

  • Understand the power of using Excel for data analysis
  • Realise the importance of proper spreadsheet design
  • Use Excel more efficiently
Full description

Select a date and time

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Product information

Overview

Microsoft Excel is one of the most powerful programmes available for accountants. It includes many time-saving techniques that most accountants never put into practice. In addition, Excel is the No. 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.

Learn the logical progression of spreadsheet creation, including design concepts that every accountant should incorporate into their spreadsheets. Then, we will discuss concepts to eliminate manual data entry and techniques to prepare your data for analysis. We will then show you the available tools in Excel that will take your data analysis to a new level. We will conclude with presenting the results of your calculations and analysis.

If there is only one course to take to jump start your Excel knowledge, THIS course is it. Be prepared to take Excel to the next level.

TOPICS DISCUSSED:

  • Design
  • Defined names
  • Excel tables
  • Proofing
  • Data gathering
  • Connecting to data sources
  • Data preparation
  • Text, lookup, and math functions
  • Data analysis
  • Formatting cell styles and conditional formatting
  • PivotTable
  • Power Bl tools data presentation

Who should take this course?

  • Excel users who want to be more efficient analysing data in Excel

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:A good understanding of Excel
Programme level:Intermediate
Duration:2h
Format:Webcast
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£79.00 (CIMA members only)

£99.00

VAT calculated on checkout

Speaker

  • Bryan Smith, CPA, CITP, CISA

    Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

    Qualifications and Experience:

    • Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years.
    • Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security.
    • Specialized knowledge in project management systems
    • Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan
    • Treasurer of the Microsoft Project Users Group - Michigan
    • Member of the AICPA CITP (Certified Information technology Professional) Credential Committee
    • Past Chair of the Michigan Association of CPAs Information
    • Technology Committee and Leadership Committee

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