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

03.02.18 2:00PM – 03.02.18 4:00PM

Details

Credits
2.00

Level
Intermediate

Fees

Member Fee
$60.00

Nonmember Fee
$94.00

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General Info

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 professionals who use Excel for Windows.

Vendor
CalCPA Education Foundation
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