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Two Topics in One: Excel 301 – Intermediate Tips & Tricks from an Analyst’s Lens: Data Foundations/Presenting Data Meaningfully & Accurately

August 29 @ 11:30 am - 1:30 pm SA CPA Training Center $50 – $92.50
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COURSE #: 2019082922

 

Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.

 

Topic 1: Excel 301 – Intermediate Tips and Tricks from an Analyst’s Lens: Data Foundations

In this presentation, attendees will learn how certain Excel functions can be used to establish a data foundation that will result in a meaningful analysis in virtually any setting. Using the Microsoft Dataset – AdventureWorks Extract, specific topics covered include:

  • text handling and search/retrieve
  • time and error handling
  • aggregation functions
  • pivot tables and slicers

 

Learning Objective(s):  Participants will gain an understanding of how certain Excel functions can be used to establish a data foundation that will result in a meaningful analysis in virtually any setting.

 

Prerequisites: The method of presentation is group-live instruction and the program level is intermediate.  A basic understanding of Excel is required.

 

Topic 2: Presenting Data Meaningfully and Accurately

In this presentation, the instructor will

  • explain why this topic matters
  • look at raw data for a professional association’s event attendance over time
  • draw inferences from the data and discuss how to better tell the story of the data
  • consider what drives attendance: month, topic presented or other factors

 

Learning Objective(s):  Through an interactive format, participants will learn how to present data meaningfully and accurately.

 

Prerequisites: The method of presentation is group-live instruction and the program level is basic.  There are no prerequisites for this course nor is there any advanced preparation required.

Lunch included for this event.

 

Tickets

40 available
TXCPA Member/Non-CPA$50.00

Please fill in all required fields

40 available
Nonmember CPA$92.50

Please fill in all required fields

Details

Date:
August 29
Time:
11:30 am - 1:30 pm
Cost:
$50 – $92.50
Event Categories:
,
Event Tags:
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Organizers

Mike Lovelace, CPA, CFO Partner, Aventine Hill Partners
Brian Butler, Freelance Business Analyst & Excel Contractor

Venue

SA CPA Training Center
901 NE Loop 410
San Antonio, TX 78209 United States
+ Google Map
Phone:
(210) 828-2722
Website:
/contact/#Directions
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