Excel Data Analysis Tools

Transform large Excel data sets into actionable insight. This course shows you how to use PivotTables to summarize complex information, apply what-if analysis and data tables to test assumptions, and use Goal Seek, Scenario Manager, and Solver to resolve multi-variable problems. Learn how to structure analyses that reveal patterns, quantify alternatives, and support decision-making. Convert raw worksheet data into clear answers that address challenging financial and operational questions. (Note: This course is based on Microsoft Excel 365)
Format

PDF Course

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Duration

1.5 Hours

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Course Information

Author: Steven Bragg
Course Number: SP1017

Learning Objectives
  • Explain the characteristics of the ribbon system.
  • Describe the circumstances under which a PivotTable is most useful.
  • Identify the nature of properly normalized data.
  • Specify the options available for altering the appearance of a PivotTable.
  • Identify the different types of charts that can be constructed from a PivotTable.
  • Specify the different types of filtering tools that can be applied to a PivotTable.
  • Identify the construction steps involved in setting up a data table.
  • Explain how Excel tools can be used to resolve constraint analysis situations.

Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Computer Software and Applications
Prerequisites: Basic knowledge of Excel.
Advance Preparation: None
Latest Review Date: April 2025
Program Registration Requirements: Click on the Enroll button to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.