August 19, 2025 - Southeastern Accounting Show (SEAS) - The CPA's Guide to Excel Data Analysis - Chris Menard

Posted on:  04/17/2025
August 19, 2025 - Southeastern Accounting Show (SEAS) - The CPA's Guide to Excel Data Analysis - Chris Menard

I will be presenting at The Southeastern Accounting Show (SEAS). This is GSCPA’s premier event, providing you with a high-quality education in multiple interest areas. Explore all of the newest standards, issues and questions at one event. Don’t miss the CPE event of the year and discussions with local and national leaders on everything from tax to auditing to technology to best business practices.

Event details:

About the Southeastern Accounting Show:

The Georgia Society of CPAs (GSCPA) SEAS is a fantastic opportunity to build your referral network, strengthen key business partnerships with over 1,000 CPAs, and gain exposure to the best products and services in the marketplace.
 

Session Overview:

Unlock the full potential of Excel with our comprehensive Data Analysis session. Designed for intermediate to advanced users, this 90-minute session will equip you with the skills to transform raw data into insightful, actionable information.

What You'll Learn:

  • PivotTables
  • Power Query
  • Advanced Sorting and Filtering
  • Cleaning Data
  • Advanced Functions

PivotTables:

  • Create dynamic summaries and reports.
  • Analyze large datasets with ease.
  • Customize and format PivotTables for better insights.
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Power Query:

  • Import, clean, and transform data from various sources.
  • Automate data preparation tasks.
  • Merge and append data for comprehensive analysis.
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Advanced Sorting and Filtering:

  • Utilize complex sorting and filtering techniques.
  • Apply custom filters to pinpoint specific data.
  • Enhance data visibility and accessibility.
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  • Excel Charts - three methods for filtering Chart Data

    Filtering data in Excel charts is easy to do. The method you use should be based on the amount of data you have. In this video, I show three methods of filtering chart data. Method 1 is using Chart Filters. This is the easiest method.

  • Excel Five Great Tips for Filtering Data

    Five great filtering tips for Excel. Filter by selected cells value, copy and paste filtered data, delete filtered data, auto-calculate works with filtered data, and search for filtered data.

  • How to SORT Data in Excel | 7 Tips

    Excel has a powerful SORTING engine. SORT is the most popular function in Excel, and it can sort by many types of data, many attributes, and even custom sorting configurations.

Cleaning Data:

  • Identify and rectify common data issues.
  • Use Excel tools to clean and standardize data.
  • Ensure data integrity for accurate analysis.

Advanced Functions:

  • XLOOKUP: Efficiently search and retrieve data.
  • VSTACK & HSTACK: Combine data from multiple ranges.
  • GROUPBY: Aggregate data for deeper insights.
  • FILTER: Extract data that meets specific criteria.
  • SORT: Organize data in a specified order.
  • SORTBY: Sort data based on values in another range.
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  • Excel: Combining Unique and Sort functions

    The UNIQUE function in Excel is one of my favorite functions. Unique returns a list of unique values in a range. The SORT function in Excel sorts the contents of a range or array.

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Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.

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