Leveraging Excel for Decision Making and Data Analysis

07 Jul 2026
10:00 AM PDT | 01:00 PM EDT
60 Minutes
In this webinar, we begin by defining data analysis and understanding how it differs from analytics. We then look at data analysis methods such as forecasting, regression, Pareto charts, and decision trees. Finally, we learn about the how and why of Monte Carlo simulations.

WHY SHOULD YOU ATTEND?

Anyone interested in expanding their knowledge of fraud investigation. For example:
  • Financial professionals
  • Business owners 
  • Sales professionals and managers

AREA COVERED

•    Data Analysis
        What is it?
•    Why Excel?
•    Getting Familiar with Excel Tools
    •    Formulas
    •    Functions
    •    Graphs
    •    Fraud Detection Techniques
    •    Filter
•    Formula and function example
    •    WEEKDAY
    •    TEXT
    •    VLOOKUP
    •    MATCH
•    Advanced techniques

LEARNING OBJECTIVES

  • Learn what data analysis is
  • Provide a solid understanding of Excel tools and analysis methods
  • Learn how to use Excel tools to gain new insights
  • Learn how to apply statistical analysis methods to financial data
  • Become familiar with more advanced analysis methods
  • Learn about best practices such as data integrity

WHO WILL BENEFIT?

  • Financial professionals and business owners.
Anyone interested in expanding their knowledge of fraud investigation. For example:
  • Financial professionals
  • Business owners 
  • Sales professionals and managers
•    Data Analysis
        What is it?
•    Why Excel?
•    Getting Familiar with Excel Tools
    •    Formulas
    •    Functions
    •    Graphs
    •    Fraud Detection Techniques
    •    Filter
•    Formula and function example
    •    WEEKDAY
    •    TEXT
    •    VLOOKUP
    •    MATCH
•    Advanced techniques
  • Learn what data analysis is
  • Provide a solid understanding of Excel tools and analysis methods
  • Learn how to use Excel tools to gain new insights
  • Learn how to apply statistical analysis methods to financial data
  • Become familiar with more advanced analysis methods
  • Learn about best practices such as data integrity
  • Financial professionals and business owners.
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

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

Speaker Profile

ins_img Jay Carlson

Jay Carlson More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software•    Co-author of OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as Visual Basic for Applications in Microsoft® Excel® 2007•    SQL and iPhone® developer•    Google Data Analytics, Six Sigma, MCSE, MCDBA, ITIL, and SCRUM certified•    Southern Illinois University B.S. Administration of Justice•    University of Montana M.S. …

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