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Data Analysis 101 - Getting to the heart of performance data

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Before starting this self study program, please go through the instructional document.


  • Agenda and Principles of Process Management
    10 mins
  • The Voice of the Process
    15 mins
  • Working as one Team
    20 mins
  • Tools for Data Analysis
    29 mins
  • The Run Chart
    40 mins
  • Exercise: Presenting Performance Data
    45 mins
  • The Control Chart
    57 mins

Course Description

We, accountants, have some very sophisticated data analysis tools at our disposal, and it’s fun to experiment with the advanced formulae available in Excel and other programs. 

However, data analysis is an iterative process and it is important to start with some simple analysis tools to highlight the key issues in the data before exploring those issues with more advanced tools.

That’s where this course – Data Analysis 101 - comes in. This course covers the four basic tools of data analysis that everyone working in an organization should know. These four tools will help you carry out the initial filtering of performance data in order to highlight the important trends and issues. Often these tools are not covered adequately in business or finance training and this course will give you a good grounding in these simple but immensely useful analysis tools.

Advanced analysis is often difficult to understand for people who are not financing or data experts. Using simple tools to draw out the main points in performance data will improve engagement with the data and will help drive discussions about the appropriate actions to take, rather than heated discussions about what the analysis actually means.

This course will help you get to the heart of understanding the performance data in your organization, and it will help you present that information to others in the organization so that the decisions made, and the actions taken, address the real issues affecting performance.

Learning Objectives

  • To identify the Principles of Process Management
  • To recognize tools for Data Analysis that Works for performance management
  • To recall the the control chart by highlighting the variation in data
  • To recall some of the Control Chart Special Cases

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bank Managers
  • Bookkeeper
  • CEO
  • CFO/Controller
  • Chief Accounting Officer
  • Client Services Co-ordinator
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Cybersecurity Pros
  • Entrepreneurial CPA
  • Young CPA





I like the presenter's subject knowledge as it was very thorough and at the same time overwhelming. Definitely worth the money!


It was a great and very complete course! Would definitely recommend.


Outstanding course in every respect! Gives you an excellent grasp of understanding variation and data analysis tool. Also provides you with a solid knowledge of control chart special cases.


I would suggest the instructor brings more examples and having some interactions vs just reading through the slides.


This course assumes a business has years of data. As a tech start-up, using real-time data tools like Google Analytics, this course felt somewhat antiquated.