Excel Data Analysis Tools (CPE Course)

CPE Credit: 1.5 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $15


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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. (Note: This course is based on the desktop version of Excel 2019, but its contents are generally applicable to the users of earlier versions of Excel)


Author: Steven Bragg

Course Number: SP1017

Learning Objectives

  • 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.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Specialized Knowledge

Prerequisites: Basic knowledge of Excel.

Advance Preparation: None

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


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AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.


AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.