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Get access to all Certification Programs only @$199/annually.

Key Highlights

Gain Mastery of In-Demand Skills.

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

With newer tools emerging every day to help solve the crisis of data management, most organizations have already moved in or have plans to use Business Intelligence in solving their crisis. Accountants can take advantage of data analysis and reporting tools to smoothen their process by mastering the application of Excel and Power BI. Leverage years of expertise from learned speakers to gain an opportunity to take your knowledge and growth a level up.

Get Deeper Understanding of:
  • Advanced application of Pivot Tables.

  • Business Intelligence and reporting functionality within the familiar environment of Excel.

  • Ideal data for analysis with Excel’s PivotTable feature.

  • Clean and restructure less-than-ideal data and manage reports with Power BI.

Recommended For:
  • This certificate course is designed to serve the requirements of professionals working in the Accounting domain such as CPAs, CMAs, CIAs, CITPs, and other Professionals who desire to enhance their productivity and efficiency through mastery of advanced functions of Excel and Power BI.

  • This certification will also prove very useful for professionals who desire to take on the pathway of success with business intelligence, data analysis, and reporting.

  • This certification can also be a valuable addition to the students of data management, data analysis, and aspiring professionals who want to be in the practice of data representation, and business intelligence.

Why take a certification course on Advanced Data Analysis and Reporting for Accountants: Excel and Power BI Mastery with myCPE?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every modul
  • Q&A directly with instructors.
Career Opportunities
  • Business Intelligence Analyst
  • General Manager
  • Director
  • Business Intelligence Specialist
  • Business Consultant
  • Financial Reporting Analyst
Value Addition to your skills
  • Analytical skills
  • Attention to detail
  • Critical thinking skills
  • Problem-solving skills
  • Data visualization skills
  • Planning and Organizational skills

Module

Module Name

Duration

Introduction To Excel PivotTables

1 Hour

  • To identify how to expand and collapse groups of data within a pivot table.
  • To identify the best approach for formatting numbers within pivot tables.
  • To recognize the default location for pivot table data when you click a checkbox for a given field.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Excel Accountant: Advanced Pivot Tables

2 Hours

  • To identify how to summarize pivot table data in new ways by grouping.
  • To explore how to automate refreshing data in the Pivot Table.
  • To discuss creating custom lists with PivotTable, recognize when and why to apply the Slicer feature, and how to clean up your pivot tables with a mouse click.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Excel Accountant: Dealing with Duplicates

2 Hours

  • To discuss duplicating Excel worksheets and Mouse Trick for the same, how to apply the Advanced Filter feature, and the Remove Duplicates feature.
  • To recognize the UNIQUE function and other features available only on Office 365 only.
  • To identify using a pivot table to quickly ascertain how many times duplicates appear within a list, and explore Data validation tricks.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Excel Accountant: Filtering Data

2 Hours

  • To identify the types of data that actions such as row deletions or formatting affect while filtering a worksheet.
  • To recognize valid filtering options in Excel.
  • To describe the keyboard shortcut that enables you to delete one or more rows or columns that you've selected.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Excel Accountant: Table Feature

2 Hours

  • To define the arguments for Excel's VLOOKUP function.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To identify the feature that makes charts expand automatically as you add additional data to the source range.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Excel Accountant: What-If Analysis

2 Hours

  • To identify when to use Excel’s Goal Seek feature versus Solver.
  • To describe how to use the Data Table feature in Excel to compare calculation results based on varying inputs.
  • To define how to make one worksheet serve multiple purposes by way of Excel’s Scenario Manager.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Advanced Excel Skills For Accountants

1 Hour

  • To explore the VLOOKUP function allows you to look up data for full and approximate matches, where it may return #N/A instead of a value.
  • To discuss contrasting INDEX and MATCH combinations to VLOOKUP or HLOOKUP, and SUMIFS function to sum values based on multiple criteria.
  • To explain the new XLOOKUP worksheet function being rolled out to Office 365 users, and identify ideal data for analysis with Excel’s PivotTable feature.
Instructor
David Ringstrom
David Ringstrom

President , EXCEL Accountant

Getting Started with DAX in Excel and Power BI

1.5 Hours

  • To explain DAX and analyze how to leverage the functionality of DAX formulas.
  • To explain Measures and CALCULATE functions.
  • To discuss how Power Pivot provides Business Intelligence and reporting functionality within the familiar environment of Excel.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Power BI - Turn Bad Data into Great Data in Minutes

1.5 Hours

  • To analyze how to create simple solutions to quickly clean and restructure less-than-ideal data.
  • To combine data from multiple datasets.
  • To discuss how to create additional columns without complex formulas.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Power BI - Create Compelling Interactive Reports

1.5 Hours

  • To discuss how to create and design interactive reports using the Power BI Desktop application (Windows only), using practical examples.
  • to explore how to add visual elements to a report, and discuss simple steps for updating your report when the underlying dataset changes.
  • To identify how to share reports with other people and evaluate how to leverage the functionality of Power BI.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Excel- Power Query - No Code Automation Every User Needs to Know About - Part 1

1 Hour

  • To discuss how Power Query/Get and Transform can save you a ton of time when working with imported data, and discuss the benefits of Power Query/Get and Transform.
  • To identify the difference between Excel functionality and Power Query/Get and Transform.
  • To analyze how Power Query/Get and Transform is faster than Excel while working on data.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Excel- Power Query - No Code Automation Every User Needs to Know About - Part 2

1 Hour

  • To analyze how to create additional columns without complex formulas.
  • To evaluate how to combine, merge and unpivot unusable data to make it report-ready.
  • To discuss the advanced features of the Power Query Editor.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Excel - Power Pivot - Take Your Pivot Tables to the Next Level

1 Hour

  • To discuss how Power Pivot provides Business Intelligence and reporting functionality within the familiar environment of Excel.
  • To explore how to use the Data Model to create and manage relationships, and how to create a Pivot Table from related data sources (including external sources).
  • To create a Pivot Table from related Excel tables, and review powerful calculated fields in a Pivot Table.
Instructor
Mike Thomas
Mike Thomas

Owner , The Excel Trainer

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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Frequently Asked Questions

The Advanced Data Analysis and Reporting for Accountants: Excel and Power BI Mastery course takes a detailed view of the advanced functions professionals would benefit from. It takes into account table features, VLOOKUP, and from basic to advanced understanding and application of Pivot Tables. It covers filters, data validation, and crucial functions that can benefit. What-if analysis, Goal seek, Solver, and other key functions, differentiating between their usage, and key inferences for one worksheet serve multiple purposes by way of Excel’s Scenario Manager. Introduction to DAX and leveraging its functionality are also covered. The course also covers how Business Intelligence and reporting can be used within the familiar Excel environment. Power BI‘s simple solution for combining multiple datasets, adding more data columns, and creating clean and restructuring less-than-ideal data quickly adds value to the course. Power query and its use helps with various elements of reporting using simple steps providing good value.

In today's data-driven world, accountants need to go beyond spreadsheets and harness the power of advanced tools. The Advanced Data Analysis and Reporting for Accountants: Excel and Power BI Mastery can provide you with the edge you need to be competitive and show efficiency. Through advanced Excel functions and its application, you can reduce the time and effort with better strategies. Power BI and its practical usage can help you in revolutionizing your data analysis and reporting prowess. You will be able to manipulate and analyze complex datasets, create visual insights, and take inferences. The application of these skills can be useful across domains and you can stay ahead in the dynamic accounting landscape by amplifying your career growth with immersive hands-on training.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."