Excel Data Analysis Tools

1 Credits: Computer Software & Applications


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Excel Data Analysis Tools

Course Level
CPE Credits

1 Credits: Computer Software & Applications

Course Description

It can be difficult to extract any meaningful information from the large amounts of data stored in an Excel worksheet, or to sort through multi-variable problems. The Excel Data Analysis Tools course provides a number of solutions to these issues by showing how to use PivotTables, what-if analysis, data tables, goal seeking, and the Scenario Manager and Solver tools. This course reveals how to extract the maximum amount of usable information from large data sets, as well as provide ready solutions to seemingly intractable analysis problems.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Explain the characteristics of the ribbon system.
  • Describe the circumstances under which a PivotTable is most useful.
  • Identify the nature of properly normalized data.
  • Specify the options available for altering the appearance of a PivotTable.
  • Identify the different types of charts that can be constructed from a PivotTable.
  • Specify the different types of filtering tools that can be applied to a PivotTable.
  • Identify the construction steps involved in setting up a data table.
  • Explain how Excel tools can be used to resolve constraint analysis situations.
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Course Specifics

Course ID
Revision Date
May 17, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …