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This course has the aim of developing a thought process, a work flow, that illustrates how we move from row, ranges and tables of data in an Excel workbook to an exploration of the ways in which the data behave, interact with each other and help to explain where they came from and how they help us to understand the messages hidden in them.


  1. Appreciate the Various Potential Sources of data
  2. Importing data into Excel and Power BI
  3. Dirty Data is no data: how to clean data manually, programmatically
  4. Dealing with missing data
  5. Descriptive Statistics: early statistical analysis for understanding
  6. Tables, Graphs and Chart for the Visualisation of data
  7. What if some of the data don’t fit? Anomalies/Outliers: the King Kong Effect

  • Finding and downloading/importing data from source
  • Importing data: copying data from another file, manually typing it in, copy and paste, Power Query, Power Pivot
  • Cleaning data by inspection and by analysis, using Regular Expressions, using Power Query: replace values, split column
  • Decisions involving missing data
  • Data Analysis ToolPak in Excel: correlation matrix, descriptive statistics
  • Basic visualisation in Excel, more comprehensive visualisation in Power BI
  • Assessing anomalies and outliers in Power BI

Even as recently as a decade ago, we wrote two words and believed we had encapsulated the world of data Analytics: data and information. We saw data as the raw materials and information as the finished product. Since then, we have come to appreciate that the information is just step two on the longer road to analytics, action and reflection.

In this seminar we will use real world data examples such as financial results, house/vehicle pricing models and even weather patterns to illustrate the ways in which data becomes information becomes analytics.


  • Bookkeepers and accountants
  • Financial analysts
  • Sales and Marketing staff
  • Budget Accountants

Cost accountant in process industries in the UK
Further Education College Lecturer
Reader and Associate Professor, University of Malawi: teaching financial and management accounting
Honorary Professor, Kazakhstan Institute of Management, Economics and Strategic Research: 1993-1998
Teacher, trainer, author, management consultant, project management in a variety of settings in a variety of countries
Currently focusing on online and face to face training in a post experience environment as well as writing/creating teaching/learning materials

View all trainings by this speaker
 
Live Webinar

Live Session for 1 Participant

$179

Live + Recorded Session

Get unlimited access to the link for six months for one participant, from the date of webinar completion.

$269

Live + Transcript

Get to attend the LIVE Session and also receive a PDF copy of the Transcript only after the completion of the LIVE webinar.

$249

Live + USB

Free shipment within 15 Working Days from the date of webinar completion.*

$399

On Demand

Transcript

PDF Transcript of the Training which are available once the webinar is completed.(Transcript for single user only)

$149

Downloadable Recorded Session

Get unlimited access to the link for six months.

$219

USB

Free shipment within 15 Working Days, from the date of webinar completion.*

$299

Group Session

Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

$599

 

March 2, 2026

Writing Techniques for Auditors and Risk Management Professionals

Daniel Clark

Upcoming Webinars

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By Daniel Clark
Writing Techniques for Auditors and Risk Management Professionals
Date: March 2, 2026

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By Marcia Zidle
Unlock Employee Loyalty: Stay Interviews Will Keep Them Engaged Before They Start Looking Elsewhere!
Date: March 2, 2026

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By Margie Faulk
Handbook Overhaul 2026: Compliance, OBBB Act & Beyond
Date: March 3, 2026

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By Jackie Kiadii
Introduction to Microsoft Power BI Dashboards
Date: March 3, 2026

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By Audrey Halpern
Managing Difficult Employee Conversations
Date: March 3, 2026

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By Mark Schwartz
Independent Contractor vs. Employee - 2026 IRS Guidance on Avoiding Worker Misclassification
Date: March 4, 2026

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By Manish Gupta
ChatGPT for HR - Build HR Policy Framework and Strategy
Date: March 4, 2026

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By Dr. Susan Strauss
Virtual and In-Person Onboarding Your New Hire: Policies, Practices, and Processes
Date: March 5, 2026

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By Marcia Zidle
Stop Conflicts Before They Become Big Problems: Practical Skills for Today’s Busy Managers and Teams!
Date: March 5, 2026

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By Kathryn E. Strachan
Setting SMART Goals & Leveraging Storytelling for Reporting
Date: March 6, 2026

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By Margie Faulk
Major Changes in W2 and 1099 for 2026 Compliance! Learn How to Mitigate IRS New Requirements!
Date: March 6, 2026

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By Dr. Susan Strauss
Female to Female Hostility @Workplace: All you Need to Know
Date: March 9, 2026

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By Mike Thomas
Excel Meets AI - Using ChatGPT with Excel
Date: March 9, 2026

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By Yoke van Dam
Rewiring Your Emotional Triggers: Leading with Clarity and Confidence
Date: March 9, 2026

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By Diane L. Dee
I-9 Audits: Strengthening Your Immigration Compliance Strategies in 2026
Date: March 9, 2026

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By Justin Muscolino
Electronic Payment Fraud Prevention Best Practice
Date: March 10, 2026

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By Duncan Williamson
From Spreadsheet Logic to Analytics Logic: Excel → Power BI Thinking Name
Date: March 10, 2026

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By Bob Verchota
Onboarding Best Practices for Millennial and All Employees
Date: March 10, 2026

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By Candie L. Simmons
Networking for Professional Success
Date: March 11, 2026

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By Susan Fahey Desmond
HANDLING FMLA ABUSE
Date: March 11, 2026

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By Danielle DeLucy
Batch Record Review and Product Release
Date: March 12, 2026

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By Allen Evitts
Mastering the Prompt: How Every Professional Can Use AI to Work Smarter, Not Longer
Date: March 12, 2026

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By Pete Tosh
Managing Toxic & Other Employees Who Have Attitude Issues
Date: March 13, 2026

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By Don Phin
Emotional Intelligence: Mastering the Emotions of Great Leadership
Date: March 13, 2026

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By Tonia Morris
Moving from Peer to Boss: Supervisor 101
Date: March 16, 2026

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By Dr. B. Lynn Ware
Retaining Top Talent
Date: March 16, 2026

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By Alan M Golden
Validation Sampling Plans
Date: March 16, 2026

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By Edwin Waldbusser
FDA QMSR Explained: How the QMSR Replaces the QSR
Date: March 16, 2026

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By Mr.Derek Henry
Excel 101: Mastering the Fundamentals
Date: March 17, 2026

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By Manish Gupta
ChatGPT for CPAs and Finance Professionals
Date: March 17, 2026

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By Jenny Douras
Getting a Handle on Outlook Email
Date: March 17, 2026

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By Charles H. Paul
Project Management for Non-Project Managers - How to communicate project actions and progress - conducting effective project review meetings
Date: March 17, 2026

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By Dr. Susan Strauss
2-Hour Virtual Seminar on How to Conduct an Internal Harassment and Bullying Investigation to Determine Facts and Minimize Liability
Date: March 17, 2026

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By Paul Pelletier
Leading a Project and Team in Stressful Times: Supporting your Team’s Mental Health
Date: March 18, 2026

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By Dr. B. Lynn Ware
What's New in Onboarding
Date: March 18, 2026

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By Dev Strischek
Better Business Writing-How to Write Right
Date: March 18, 2026

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By Mike Thomas
Excel - Pivot Tables - The Key To Modern Data Analysis and Reporting
Date: March 18, 2026

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By Tom Fragale
ChatGPT for Excel
Date: March 18, 2026

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By Ronald L. Adler
HR Metrics and Analytics 2026- Update on Strategic Planning, Application Activities, and Operational Impact and the Use of AI
Date: March 19, 2026

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By Mike Thomas
Excel + AI: The Smart User's Guide to Faster, Easier Work with ChatGPT
Date: March 20, 2026

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By Terry Winship
AI to improve Excel / Word / PowerPoint
Date: March 20, 2026

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By Paul J. Cline
4-Hour Virtual Seminar on Secrets of Psychology - Why People Do The Things They Do
Date: March 20, 2026

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By Terry Winship
Understanding Office 365 Collaboration
Date: March 23, 2026

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By Richard E Cascarino
Accounting For Non Accountants : Debit, Credits And Financial Statements
Date: March 23, 2026

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By Michael Healey
Conquer Toxic People - Learn To Protect Yourself And Get Your Sanity Back
Date: March 24, 2026

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By Paul Pelletier
Thriving in a Hybrid Workplace: Keys to Leadership and Team Success
Date: March 24, 2026

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By Ritu Arora
Microsoft Excel for Everyone
Date: March 24, 2026

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By Edwin Waldbusser
FDA Regulation of Artificial Intelligence/ Machine Learning
Date: March 25, 2026

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By Marcia Zidle
Beyond Orientation: Build a Strategic Onboarding Experience That Boost New Hires' Engagement & Productivity!
Date: March 26, 2026

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By Melveen Stevenson
H-1B Visa Updates and Employer Strategies for 2026
Date: March 26, 2026

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By Mark Gorkin
Transforming Anger And Conflict Into Collaborative Problem Solving: The Stress Doc’s Four Faces Of Anger – Model And Method
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By Beverly Beuermann-King
Stop Letting that Difficult Person Ruin Your Day - Effectively Handle Toxic People for Better Productivity and Less Drama
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By David Nettleton
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11 Compliance
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By Melveen Stevenson
Workplace Compliance in 2026: New Laws, Big Changes, and What Comes Next (includes OBBBA)
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By Don Phin
Onboarding is NOT Orientation - How to Improve the New Employee Experience
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By Sarah OBrien
Emotional Intelligence for Leadership
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By Rebecca Staton-Reinstein
Leadership: Strategic Planning and Decision Making
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By Brian G. Rosenberg
Payments Fraud Detect & Prevent Check, ACH and P-Card Schemes
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By Justin Muscolino
CFPB's Debt Collections Rules
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By Justin Muscolino
Understanding EBITDA – Definition, Formula & Calculation
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By Carolyn Troiano
FDA Compliance And Laboratory Computer System Validation
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By Edwin Waldbusser
Medical Device Hazard analysis following ISO 14971
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By Jenny Douras
Dealing with Difficult People
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By Marcia Zidle
The Language of Leadership: Is Your Communication Style As Effective As It Could Be? Here’s How to Find Out!
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By Candie L. Simmons
Mastering Your Presentation Skills
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By Richard E Cascarino
ChatGPT for Accountants
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By Dr. Susan Strauss
Tattoos, hijabs, piercings, and pink hair: The challenges of a dress & appearance code
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By Margie Faulk
How to Manage the Legal Landmine of the FMLA, ADA and Workers Compensation in the Workplace!
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By Mike Thomas
Excel - Formulas and Functions 101
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By Jason Dinesen
IRS Form 1099 Reporting: Compliance Requirements
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By Kelly Thomas
Establishing Appropriate Quality Metrics and Key Performance Indicators (KPIs)
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By Ronald L. Adler
Fatal Errors Employers Make When Updating Employee Handbooks that Can Be a Legal Landmine Learn What Policies are Mandated for 2026
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By Ginette M. Collazo
How to Write Procedures to Avoid Human Errors
Recorded Session

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By Edwin Waldbusser
Human Factors Usability Studies Following ISO 62366 and FDA Guidance
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By Dev Strischek
Why EBITDA Doesn't Spell Cash Flow and What Does?
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By Brian G. Rosenberg
EBIT/EBITDA - Understanding Your Profit and Loss Statement- SHRM & HRCI Accredited
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By Marcia Zidle
Bootcamp for New Managers and Supervisors: Develop These Essential Leadership Skills & Be a Better Boss!
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By Ritu Arora
Integrating AI Tools in Microsoft Office
Recorded Session

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By Rachelle D Souza
FDA Recommendations for Artificial Intelligence/Machine Learning (AI/ML)-Enabled Device Software Functions
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By Alan M Golden
Validation Statistics for Non-Statisticians
Recorded Session

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By Bruce Lee
Negotiating Skills For Professional Results - Winning Strategies Before, During, and In Closing, to Get More and Pay Less
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By Terry Winship
The Importance of the first 5 seconds when presenting
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By Ritu Arora
AI for Excel Professionals: Enhancing Productivity with ChatGPT & Emerging Tools
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By Jackie Kiadii
6-Hour Virtual Boot Camp on Microsoft Power BI
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By Carolyn Troiano
Clinical Trial Systems: The Trial Master File (TMF) and Electronic Trial Master File (eTMF)
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By Ginette M. Collazo
Building GMP Excellence: A Guide to Implementing Compliant Training Programs
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By Justin Muscolino
FFIEC BSA/AML Examination Manual: What Compliance Officers Really Need to Know?
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By Rebecca Staton-Reinstein
Project Management for administrative professionals
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By Jonnie Keith
How to Write Effective Audit Observations: The Principles for Bullet Proofing Your Audit Findings
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By Michael Healey
Eliminate Harmful And Unproductive Drama In The Workplace
Recorded Session

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By Bruce Lee
Harassment, Bullying, Gossip, Confrontational and Disruptive Behavior: A Manager's Guide on How to Detox and Neutralize a Negative Workplace
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By Cathy Horwitz
Excel Power Skills: Master Functions, Formulas, and Macros – A 3-Hour Workshop
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By Deb Schaffer
Copilot and HR: An Introduction for HR Professionals
Recorded Session

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By Beverly Beuermann-King
Managing Toxic Employees: Strategies For Leaders To Effectively Deal With Employee Attitude Issues
Recorded Session

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By Don Phin
Negating Negativity in the Workplace
Recorded Session

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By Nancy Amert
AI and Change Management - How to Lead with Confidence and Deliver Results
Recorded Session

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By Deb Schaffer
ChatGPT and Project Management: Leveraging AI for Project Management Excellence
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By Charles H. Paul
ChatGPT and Project Management: Leveraging AI for Project Management Excellence
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By Allen Evitts
Language is Code - Intro to AI - Generative AI - ChatGPT and Copilot 365
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By Charles H. Paul
Project Management for Non-Project Managers - Scheduling your Project
Recorded Session

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