Webcast: Excel Power User Module 10: Getting, Preparing, and Summarizing Data (XCEPU1018)
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The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks. This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.

6/29/2018
When: 06/29/2018
1:00 PM until 3:00 PM
Where: Webcast
CALCPA
4183099A
Louisiana
United States
Presenter: Jeff S. Lenning, CPA, CITP


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Acronym XCEPU1018
CPE 2 hours
Vendor CalCPA
Category
Management
Level Intermediate
Prerequisite

Excel Power User Modules 1-9 or knowledge of the topics covered.

Adv Prep

None

Yellow Book?
Registration Fees
Members* $60
CPA Non-Members $94

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session continues the discussion about external data and digs into the details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn how to retrieve data from simple text files; and prepare data for use with Excel. This session concludes by examining several data visualization tools in Excel, including PivotCharts.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Materials are provided as an ebook.

Objectives

  • State the process for creating a PivotChart.
  • Recognize the option that imports external data directly into a PivotTable.
  • Recall which Excel feature creates a chart within a single worksheet cell.

Major Topics

  • External data
  • Text files
  • Data preparation
  • Accounting system data
  • Getting graphic

Note: Login instructions will be provided by the webcast vendor (CalCPA).