Excel for Staff Level 3 - Build Reports and Analyze Data

OL1438  |  On Demand Course  |  Update  |  Self-Study

Description

Excel for Staff Level 3 - Build Reports and Analyze Data is a comprehensive, 2-hour course 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. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.

Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.

Credits

Number of Credits Type of Credits
2.00 Computer Software & Applications

Designed For

Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs.

Highlights

The major topics that will be covered in this class include:

  • Building Reports Workflow: Understand the steps for creating professional and functional reports.
  • Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.
  • Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights.
  • Format and Structure Report: Use formatting tools to create visually appealing and structured reports.
  • Review and Validate: Verify data accuracy and troubleshoot potential errors.
  • Share the Report: Learn methods for distributing reports effectively within your organization.

Objectives

After attending this presentation, you will be able to...

  • Apply Excel workflows to build efficient and accurate data reports.
  • Analyze data sets to calculate key performance metrics and insights.
  • Use Excel formatting tools to structure reports for clarity and professional presentation.

Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$129.00
Member
$89.00
Non-Member
$129.00
Your Price: $129.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $40.00 on this event. Not a member? join today.

Instructors

Bryan L. Smith, CPA, CITP, CISA

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan's expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

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