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CPE Event: Advanced Excel: Thursday, January 9, 2020

Thursday, January 9, 2020 @ 8:00 am - 12:00 pm


Please park on level P3 and above.  There is a button below the card reader which will open the gate.

TXCPA Dallas

invites you to a

CPE Event

Advanced Excel

Pivot Tables, Data Visualization and Dashboards

presented by

Jennifer Johnson

Senior Lecturer, University of Texas at Dallas

Thursday, January 9, 2020

8:00 a.m. – 12:00 p.m.

in the

TXCPA Dallas Training Facility

12400 Coit Road, Suite 750

Dallas, TX 75251


Course Description: This course is focused on the use of advanced features and presentation of data in Excel.  We will work with Pivot Tables to maximize their powerful features from sorting, grouping and calculating through to pivot table charts.  Additionally, participants will be introduced to the concepts of data visualization and dashboards in Excel.  Data visualization is the idea of preparing data and presenting information in ways that are visual and able to be quickly understood.  Dashboards are one of the common forms of data visualization. During this course we will learn about and practice preparing dashboards in Excel.


This course is designed for those that have a strong foundation in Excel and are ready to move to advanced features. This course is based on Microsoft Excel 2016 for Windows.   Sample files and a manual will be provided and attendees are invited to bring their own laptop to follow along and practice during class.


Learning Objectives:

Pivot Tables –The learning objectives related to Pivot Tables include learning the following features, commands, and presentations:

  • How to work with fields in a pivot table to add more, rename, duplicate, and format the fields
  • How to control totals and subtotals within a pivot table
  • How to group pivot tables numerically and alphabetically, by dates, and in an ad hoc manner
  • How to sort, filter and slice data in a pivot table
  • How to add and modify calculated fields in a pivot table and how to add a calculated item
  • How to refresh and update data within a pivot table
  • How to present polished pivot tables and pivot table charts

Introduction to Data Visualization & Dashboards:  The learning objectives for data visualization and dashboards including the following:

  • Gaining an understanding of the basics of data visualization
  • Learn guidelines for presenting data to users
  • Understand ideas and concepts for a dashboard including dashboard parts, linking and use of charts and images
  • Gain insight into preparing a dashboard representing financial information


Thursday, January 9, 2020
8:00 am - 12:00 pm


Dallas CPA Society Training Facility
12400 Coit Rd Ste. 750
Dallas, TX 75251 United States
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