Self-Study On-Demand


3.5 CPE Credits

Fundamentals of Data Analysis in Excel 2025-26

Self-Study On-Demand
3.5 CPE Credits

Learning Objectives

• Pull and visualize insights from your data using data analysis tools
• Apply best practices for data structuring, analysis, and visualizations
• Discover modern Excel functionality like dynamic array formulas, linked data types, and more.

Major Topics

• Analyze a dataset using native Excel tools
• Apply Excel tools and formulas to transform and structure your data
• Create pivot tables to slice and dice your data
• Visualize data with pivot charts and Excel Charts
• Explore the landscape of data analysis and visualization

CPE Credits Available

3.5 CPE Credits
3.5
Finance

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

Attendees should have a basic understanding of accounting fundamentals and Excel.

Provider

CalCPA California Society of CPAs

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