Excel Power User Module 10: Getting, Preparing, and Summarizing Data Webcast | 4203099A

Course Details


Friday, November 6, 2020

8:30am – 10:30am
(Registration: 8:00am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


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


The Excel Power User series improves Excel proficiency to quickly complete tasks.
Continues the discussion on external data. Examines details for retrieving data from other sources. Pull data from an Access database using Microsoft Query; learn to retrieve data from simple text files; and prepare data for use with Excel. Finish with a look at 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.


External data
Text files
Data preparation
Accounting system data
Getting graphic


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.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

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

View All Webcasts