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.