Module 4: Excel Tables

Course Description
In this one-hour course users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, structure references, enter formulas, and prepare the tables for input into Power Query. Users will be introduced to the preparation of first level of statistics, descriptive statistics. Emphasis will be placed on mean, median, and standard errors.
Learning Objectives
  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Apply skills learned to create and structure tables
  • Determine the appropriate descriptive statistics to present and present them in a structured format
  • Create structured references and understand their relation to formula creation
  • Create formulas and apply troubleshooting techniques to formulas created
Who Should Take This Course?
Auditors: Staff Auditors, Senior Auditors, Internal Auditors, Government Auditors
Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants
Analysts: Business Analysts, Financial Analysts

Module 4: Excel Tables

$39

1 hour of Instruction

Level: Intermediate

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and On-Demand

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Prerequisites

2+ years of experience working with Excel

Advance Preparation

Install Power Pivot and Data Analysis ToolPak

Resume Skills
Data Analytics Power BI Microsoft Excel Power Query
Virginia Collins, CPA, CFE, CITP
Meet The Instructor

Virginia Collins is a former Manager in the Quality Control Department of Berdon LLP. With more than 35 years of experience in public accounting, she has advised clients across many industries. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Ms. Collins is a Certified Informational Technology Professional (CITP), which is a specialty designation awarded by the AICPA to CPAs with the unique ability to bridge business and technology. She was appointed a Committee Member of the AICPA Credential Committee where she has been actively involved in increasing the use of Computer Assisted Auditing Techniques (CAATs) by CPAs. Her experience extends to planning of engagements — applying CAATs techniques and training staff on their use, internal control I.T. review, quality control review of engagements, data analytics, continuous auditing and business intelligence, and advising on the requirements of Section 404 of the Sarbanes-Oxley Act.

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