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Basic Data Analysis for Accountants – eLearning

This activity is published by accountingcpd.

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As a finance professional you will use Excel to analyse data, but how often do you overlook Excel's useful features?

Content Description:

When using Excel you may be familiar with creating tables, and filtering and sorting your data, but what more could you be doing to get more insight from your data?

This course looks at both basic and advanced features of Excel's PivotTable tool, which can be used to rearrange and summarise huge data sets efficiently, negating the need for complex formulas. You will also explore PowerPivot, one of Excel's most popular Power Tools. Equipped with its own language, Power Pivot enables you to analyse data across multiple tables or data sets, from different data sources.

Upon satisfactory completion of this activity you will be able to:
• Use basic filters and sort data on multiple levels.
• Extract subsets of data.
• Set up a pivot table and apply summaries and calculations to it.
• Create and modify a pivot chart.
• Use Data Analysis Expressions (DAX).


This course arms you with the knowledge and skills you need to be able to combine data sources and link tables together to perform powerful, flexible data analysis.

No prerequisites.

No materials distributed.

No assessments required.


Topic: Corporate Finance

Sub-Topic: Business Planning & Analysis

Format: Self-paced

Proficiency Level: Foundation, Intermediate

CPD: 4 hours