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Correlate tenure and overtime with employee satisfaction, then map donor concentration and giving, in Excel and Power BI.
This course provides a practical framework for analyzing employee survey data to identify key drivers of workplace satisfaction. Participants learn to assess, browse, create, and design data-driven reports by merging survey results with payroll information to uncover relationships between tenure, overtime hours, and employee sentiment. The curriculum covers data cleaning, merging queries, and visualizing correlations using scatter plots in both Excel and Power BI, including advanced techniques for mobile reporting and annotation.
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.