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Basic Data Analytics Workshop - 2 Part Series

This workshop is designed for bankers seeking to learn and gain an understanding of accounting for a Bank’s primary sources of interest income - The loan portfolio and investment securities.

Upcoming
Beginner Friendly
DATE

Tuesday, May 19, 2026
Wednesday, May 20, 2026

INSTRUCTOR

David Ringstrom

FORMAT

Workshop

$850.00 or 8 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Computer Skills
  • Information Technology/Security
  • Reporting
  • Technology/Security
  • Controller/Accountant
  • Credit Analyst
  • Internal Auditor
  • IT Professional
  • Trainer

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This workshop emphasizes applied learning. After each instructional segment, participants move into breakout rooms to complete guided exercises with direct support. You’ll leave with practical experience, reference materials, and greater confidence working inside Excel.

Series Details

Basic Data Analytics Workshop - Part 1

In Part 1, you’ll focus on preparing and exploring data—removing duplicates, cleaning and transforming text, separating and combining fields, filtering lists and tables, and using Recommended PivotTables and Analyze Data to quickly uncover trends.

  • Removing duplicates and cleaning inconsistent data using TRIM, CLEAN, UPPER, LOWER, and PROPER
  • Splitting and combining text efficiently with Text to Columns and Flash Fill
  • Filtering large datasets and using SUBTOTAL to summarize visible results
  • Converting ranges to Tables, managing formatting, and filtering with Slicers
  • Creating quick insights with Recommended PivotTables and PivotCharts

Basic Data Analytics Workshop - Part 2

  • Creating dynamic date series, month-end calculations, and self-updating charts and titles
  • Using dynamic array formulas (UNIQUE, spill ranges, structured references) to power interactive reports
  • Building visual summaries with PivotTables, Timelines, Sparklines, and Quick Analysis
  • Importing and managing data from CSV files and external sources
  • Consolidating and refreshing multi-sheet data with Power Query
  • Enhancing workbook usability with grouping, Custom Views, and performance settings

What You'll Learn

  • Removing duplicates and cleaning inconsistent data using TRIM, CLEAN, UPPER, LOWER, and PROPER
  • Splitting and combining text efficiently with Text to Columns and Flash Fill
  • Filtering large datasets and using SUBTOTAL to summarize visible results
  • Converting ranges to Tables, managing formatting, and filtering with Slicers
  • Creating quick insights with Recommended PivotTables and PivotCharts
  • Creating dynamic date series, month-end calculations, and self-updating charts and titles
  • Using dynamic array formulas (UNIQUE, spill ranges, structured references) to power interactive reports
  • Building visual summaries with PivotTables, Timelines, Sparklines, and Quick Analysis
  • Importing and managing data from CSV files and external sources
  • Consolidating and refreshing multi-sheet data with Power Query
  • Enhancing workbook usability with grouping, Custom Views, and performance settings

Who Should Attend

Banking professionals who work with Excel data and want practical, hands-on skills to clean, analyze, and report on financial information more efficiently.

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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