On-Demand


2 CPE Credits

Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data

On-Demand
2 CPE Credits

Learning Objectives

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

Major Topics

  • The steps for creating professional and functional 
  • Best practices for compiling and cleaning data for accurate analysis
  • Applying formulas and functions to calculate meaningful insights
  • Strategies for using formatting tools to create 
  • Data accuracy verification and potential error troubleshooting
  • Methods for distributing reports effectively within your organization

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar)

Advanced Preparation

Download the handout and practice material prior to course

Intended Audience

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

Provider

SURGENT

Purchase This Course

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  • ASCPA Non-Member

    $ 128.62 128.62
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