Excel Functionality That Every Accountant Should Know: Intermediate
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query, showing participants how to turn complex data challenges into streamlined, automated solutions. Business professionals will discover how to leverage seven key table functions that dramatically reduce formatting time, eliminate formula errors, and create dynamic reports that update automatically.
Organizations today need efficient ways to handle increasing amounts of data from multiple sources. This course demonstrates how Power Query serves as the ultimate tool for extracting, transforming, and loading data into Excel with minimal effort. Participants will develop practical skills to automate repetitive tasks, create robust data models, and build reliable reporting systems that save hours of work each week. These time-tested techniques have helped countless professionals reduce their manual data entry by up to 80%, allowing them to focus on higher-value analysis and decision- making activities.
Publication Date: March 2025
Designed For
Business professionals who regularly prepare Excel reports and handle large datasets.
Topics Covered
- Excel Tables: Features, Functions, and Business Applications
- Data Modeling Techniques for Large-Scale Information Management
- Power Query Fundamentals and Advanced Data Transformation Methods
- Automated Data Cleaning Solutions for Professional Reporting
- Multi-Source Data Integration with Workbooks, Databases, and APIs
Learning Objectives
- Identify Excel table features that automate daily reporting and data analysis tasks
- Explain how to apply Power Query tools to transform raw data into organized business insights
- Explain how to construct automated data models using Excel tables for efficient reporting workflows
- Explain how to implement time-saving table formulas that reduce manual data entry errors
- Explain how to design Power Query solutions that streamline repetitive data cleaning processes
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge (2 hours)
Program Prerequisites
None
Advance Preparation
None
