Excel Power User Module 10: Getting, Preparing, and Summarizing Data

Course Details

Date

Friday, November 15, 2019

6:00am – 8:00am
(Registration: 5:30am)

Field of Study

Technology

Course Number

4193099B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

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

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.

Highlights

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

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.

Designed For

Accounting and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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