This session is designed to teach Excel users the importance of PivotTables for analyzing data. Excel is the #1 data analysis tool for accounting and business professionals, yet many have never learned the basics of data analysis using Excel or the tools that Excel offers to help do this. We will demonstrate how PivotTables can make analyzing data an easy task. You will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the set-up 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.
Learning Objectives:
After completing this course you will have the ability to...
- Create a PivotTable using a step-by-step process that analyzes accounting data
- Use PivotTables to analyze data from multiple dimensions
- Use all PivotTable options to maximize data analysis
- Create PivotCharts to present data graphically, for the most effective analysis
Program Content:
The major topics that will be covered in this class include...
- Discussing and demonstrating the advantages of using PivotTables for Data Analysis
- Step-by-Step creation of a PivotTable
- Step-by-Step creation of a PivotChart
Who should attend: Any Excel users who want to learn to use the tools within Excel to easily, efficiently and accurately analyze data
Course Name: Excel - Using PivotTables for Data Analysis
Course Code: CXOXLS133S4
Developed By: CPA Crossings, LLC
Instructor: Bryan L. Smith, CPA.CITP, CISA
Prerequisites: A working knowledge of Excel features and functions
Advanced Preparation: None
Program Level: Intermediate
Format: QAS Self-Study