March 3, 2025

Webinar

4 CPE

Webinar (CPA Crossings): Excel - Using PivotTables for Data Analysis 🗓️

March 3, 2025
Webinar
4 CPE

Webinar (CPA Crossings): Excel - Using PivotTables for Data Analysis 🗓️

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    Instructor

    Bryan
    Smith

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    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan has more than 25 years of experience as a strategic technology advisor to CPA firms and professional organizations. He is a nationally recognized author and speaker on topics that help CPAs bridge the gap between business and technology.

🗓️ View additional dates for this course

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.

Major Topics

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

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

A working knowledge of Excel features and functions.

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

All CPAs and Accounting Professionals that want to learn how to analyze data

Provider

CPA Crossings, LLC

This event has ended.