Tableau for Excel Users – Creating Reports: 2 CPE Credits | On Demand | On-Line | Becker
Welcome to the Tableau for Excel Users: Creating Reports On-Demand CPE Course, your gateway to mastering Tableau for effective and impactful reporting. Specifically designed for Excel users, this course ensures a smooth transition to Tableau by providing step-by-step guidance.
Throughout the program, you will actively explore Tableau’s interface, import data from Excel, create formulas, and apply filters. Additionally, you will learn techniques to design visually compelling and interactive reports. By the end of this course, you will confidently transform raw data into actionable insights, making your reporting process both efficient and engaging.
Key Learning Features
By completing this course, you will:
- Conceptualize reporting needs and address them in Tableau
- Import data into Tableau inclusive of simple data modeling
- Familiarize yourself with the Tableau interface and its features
- Distinguish between dimensions and measures and how they impact reporting
- Utilize simple data manipulation tools
- Create effective and interactive visual reports
Shasat and Becker Partnership
Shasat partners with Becker USA, a global leader in accounting education, to deliver CPE/CPD courses tailored to your needs. Together, we offer affordable, high-quality programs that help you enhance your skills, meet compliance requirements, and better serve your clients.
With over 700 on-demand courses, 1,000 live webcasts annually, and weekly CPE podcasts, you can choose formats that fit your schedule and learning style. Expert instructors—licensed CPAs from diverse backgrounds—share practical knowledge with real-world applications.
More than 2,900 accounting firms, corporations, and universities trust Shasat and Becker for CPA Exam preparation and continuing professional education. Let us support your growth at every stage of your career.
Becker
A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823
For More Information
Shasat and Becker offer a 10% discount on Becker courses subscribed through Shasat’s platform. We also provide dedicated customer support for corporate subscriptions, ensuring a smooth and impactful learning experience.
Contact our customer service team to learn more about this course or to enroll. We are here to answer your questions and guide you in advancing your professional journey.
Instructor Bio
Becker Instructor: Jacob Shortt
Jacob Shortt, CPA, is an Assistant Professor of Practice in Accounting and Information Systems at Virginia Tech. Jacob graduated from Virginia Tech with both his Bachelors and Masters in Accounting and Information Systems. After graduation Jacob obtained his CPA license in North Carolina and joined PricewaterhouseCoopers LLP in the core audit group specializing in manufacturing clients. He then joined the risk advisory consulting practice of Dixon Hughes Goodman LLP working in the banking practice as a lead consultant. In addition to risk advisory services, he also conducted internal and external corporate trainings. Jacob worked as the cash and investments manager at Carolinas HealthCare System. Most recently, Jacob worked as a regulatory advisor at Bank of America. His teaching passions are Intermediate Accounting, Accounting Information Systems and Accounting Analytics.
In addition to his teaching responsibilities for the Accounting and Information Systems Department at Virginia Tech, he has also taught in the Executive MBA program as well as the Online MBA program. Through Virginia Tech outreach he teaches in a Data Analytics Certificate program and has taught in the Virginia Tech India program coordinating with the NMIMS University in Mumbai and the Institute of Technology Kharagpur.
Course Description
- How Excel users can use Tableau for reporting
- How to import Excel data into Tableau for analysis and reporting
- The interface and functionality provided by Tableau
- How to create reports with an effective, interactive and visual approach
Note
This course agenda has been developed in collaboration with Becker and is duly approved by NASBA to ensure compliance with professional standards and relevance to the accounting profession.
Why you must attend?
In today’s fast-evolving and highly regulated professional landscape, Continuing Professional Education (CPE) is critical for staying current with industry standards, maintaining certifications, and enhancing expertise. CPE courses enable professionals to meet mandatory compliance requirements while acquiring new skills and knowledge to remain competitive in their fields. Regular learning through CPE ensures that professionals stay proficient in emerging trends, evolving technologies, and regulatory changes, empowering them to deliver exceptional value to their organizations and clients.
Through their strategic partnership, Shasat and Becker USA are redefining the way professionals access CPE education. Together, they offer a comprehensive library of over 1,000 on-demand courses, designed to meet the diverse learning needs of accountants, auditors, and finance professionals. These courses cover a broad spectrum of topics, from accounting principles and taxation updates to emerging technologies, business strategy, and beyond, ensuring professionals can meet evolving industry demands with confidence.
With flexible formats like on-demand lessons, live webcasts, and weekly podcasts, professionals can tailor their learning to fit their schedules and preferred styles. Supported by experienced and licensed CPAs, these programs provide practical, real-world insights that are immediately applicable. Whether you’re enhancing your technical skills, staying compliant with state requirements, or advancing in your career, Shasat-Becker’s high-quality and affordable CPE solutions ensure that you have the tools needed to succeed in today’s fast-paced professional world.
Teaching methodology
- Expert Instructors: Learn from experienced and licensed CPAs and subject matter experts who bring a wealth of practical knowledge across accounting, finance, tax, and emerging technologies.
- Real-World Applications: Gain insights through scenarios, real-life examples, and case studies tailored to address challenges faced by professionals in various industries.
- Comprehensive Coverage: Access a wide range of topics, including accounting principles, taxation updates, business strategy, and emerging technologies, ensuring you stay at the forefront of your profession.
- Professional Tools and Resources: Benefit from high-quality templates, tools, and models designed to simplify learning and support practical application in your work.
- Flexible and Interactive Learning: Choose from on-demand lessons, live webcasts, and podcasts that fit your schedule while providing engaging content to reinforce your learning.
- Networking Opportunities: Connect with a global community of professionals and experts to exchange insights, share experiences, and broaden your professional network.
- Recognized Certification: Earn CPE credits and a certificate of completion to showcase your expertise and fulfill professional requirements.
- CPD/CPE Hours: Meet your professional development goals with credit hours through accessible, user-friendly materials tailored for flexible learning at your convenience.
This methodology ensures that Becker’s CPE programs not only help professionals meet compliance requirements but also empower them with practical skills and knowledge to excel in their careers.
Who Should Attend?
The Becker Online and On-Demand CPE Series is ideal for professionals across industries who seek to stay updated, enhance their knowledge, and meet CPE compliance requirements. These programs cater to individuals in roles such as:
- Accounting and Finance Professionals
- Tax Practitioners and Auditors
- Financial Controllers, CFOs, and Finance Directors
- Business Executives and Strategists
- Risk Management and Compliance Professionals
- Consultants and Advisory Specialists
- Professionals seeking to expand their expertise in specialized areas like data analytics, taxation, or emerging technologies
Whether you want to maintain your certifications, deepen your expertise in specific domains, or gain insights into emerging trends, these courses provide the tools and flexibility to help you succeed at every stage of your career.
Feedback
At Becker and Shasat, participant feedback is invaluable to us. Upon completing each course, learners will receive an evaluation questionnaire. Your feedback allows us to identify trends, refine content, and continuously enhance the quality and relevance of our learning solutions, ensuring an impactful experience for every professional.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the online platform. Upon registration, all participants will receive comprehensive joining instructions for the training program. This fully virtual event will encompass expert instruction, quality content, personalized learning experience, review questions, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event.
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) / CPE and demonstrates their commitment to staying current in their field. We believe that CPE/ CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
