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Advanced Excel for Staff: Build Reports and Analyze Data

Friday, July 25, 2025
Noon-2 p.m. Central
2 CPE (2 non-technical)

Course code: 25WX-1828
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Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable.

The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams.

Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Building Reports Workflow: Understand the steps for creating professional and functional reports
  • Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis
  • Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights
  • Format and Structure Report: Use formatting tools to create visually appealing and structured reports
  • Review and Validate: Verify data accuracy and troubleshoot potential errors
  • Share the Report: Learn methods for distributing reports effectively within your organization

Learning objectives

  • Apply Excel workflows to build efficient and accurate data reports
  • Analyze data sets to calculate key performance metrics and insights
  • Utilize Excel formatting tools to structure reports for clarity and professional presentation

Who should take this program?

  • Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Bryan Smith, CPA, CITP, CISA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar)
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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