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In this module, you will learn how to use advanced techniques in Excel to analyze data at a deeper level. Using tools such as advanced pivot tables, you will learn how to ask the right questions to analyze your data in-depth and then find ways to answer those questions through several of Excel’s more advanced data analysis techniques. 

You will then move on to explore Power BI, a powerful tool for visualizing data. You will have the opportunity to explore some of its capabilities and think about how you might use data visualization to share complex information with a variety of audiences. 

Please note that this module focuses on a broad survey of some of Excel’s advanced data analysis tools as well as an introduction to Power BI. It isn’t meant to be a how-to tutorial. Rather, we want you to think about the various ways you can drill down into the data to investigate it from multiple perspectives and how to share that complex information through visualization. The overarching objective is for you to be aware of the various advanced tools and visualization techniques that enable you to add value to your job by enhancing your analytic skills. 

Why Attend:

  • Identify when advanced Excel techniques are needed including when and how to use advanced options in Pivot Table, PowerPivot, and Regression Analysis. 
  • Discuss four advanced Excel Visualization Techniques used to communicate financial information to internal and external customers and explain the purpose of each one.
  • Learn two ways that Power Query and Combine Functions in Power BI are used to shape, transform, and combine data to meet different needs. 
  • Describe the steps needed to build visualized reports from models and create an effective dashboard in Power BI.

Who Should Attend:

  • New professionals within the accounting profession.
  • Professionals looking for a refresher in data analysis and visualization tools and applications.

Additional Course Information:

This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession Technical Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.

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