Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
Overview
This comprehensive, 2-hour course is tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel’s advanced tools and functions. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.
Highlights
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Prerequisites
Intermediate knowledge of Microsoft Excel.
Designed For
Any Excel user that wants to maximize Excel’s potential to build reports, saving time and improving the quality of your outputs.
Objectives
Apply Excel workflows to build efficient and accurate data reports. Analyze data sets to calculate key performance metrics and insights. Utilize Excel formatting tools to structure reports for clarity and professional presentation.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $109.00
Member Price $89.00