Webcast: Mastering Data Preparation and Analysis in Excel (WBEXCL416)
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When: 12/28/2016
9:00 AM until 11:00 AM
Where: Webcast
United States
Presenter: Bryan L. Smith, CPA, CITP, CISA

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Acronym WBEXCL416
CPE 2 hours
Vendor AICPA
Level Intermediate
Yellow Book No
Prerequisite A good understanding of Excel
Who should attend Excel users who want to be more efficient analyzing data in Excel
Members $99
CPA Non-Members $129

The Member rate applies to LCPA members, reciprocal state 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.


Microsoft Excel is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. In addition, Excel is the #1 data analysis tool for accountants. Yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Learn the logical progression of spreadsheet creation, including design concepts that EVERY CPA should incorporate into their spreadsheets. Then, we will discuss concepts to eliminate manual data entry and techniques to prepare your data for analysis. We will then show you the available tools in Excel that will take your data analysis to a new level. We will conclude with presenting the results of your calculations and analysis. If there is only ONE course lo take to jump start your Excel knowledge ... THIS course is it. Be prepared to take Excel to the next level.


After completing this class you will have the ability to:

  • Use Excel more efficiently

  • Realize the importance of proper spreadsheet design

  • Understand the power of using Excel for data analysis


We will be providing an overview of these important topics:


  • Defined Names

  • Excel Tables

  • Proofing

Data Gathering

  • Connecting to Data Sources

Data Preparation

  • Text, Lookup, Math Functions

Data Analysis

  • Formatting (cell styles & conditional formatting)

  • PivotTable

  • Power Bl Tools Data Presentation