August 5, 2025


Webinar


2 CPE

Improve Spreadsheets by Building Controls in Excel

August 5, 2025
Webinar
2 CPE

Improve Spreadsheets by Building Controls in Excel

  • Instructor

    Chris
    Smith

Learning Objectives

After attending this presentation, you will be able to...

  • Apply advanced PivotTable techniques to analyze complex datasets.
  • Determine the most effective way to structure data for analysis.
  • Choose appropriate PivotTable functions for specific business needs.
  • Analyze trends and patterns within large datasets using PivotTables.
  • Compare different data segments to draw actionable insights.

Major Topics

The major topics that will be covered in this class include:

  • Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.
  • Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.
  • Data Connection and Management: Connecting to various data sources and preparing data for reporting.
  • Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.
  • Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.
  • Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

CPE Credits Available

2 CPE
2
Auditing

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Excel

Prerequisites

A good knowledge of using Excel

Advanced Preparation

None

Intended Audience

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

Provider

CPA Crossings, LLC

Register For This Event

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  • ASCPA Non-Member

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