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AI, Technology & Innovation

Excel Accounting with R (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Accounting professionals are increasingly expected to analyze larger volumes of data and deliver deeper insights. This hands-on workshop introduces participants to R, a powerful and free analytics language, and demonstrates how it can be integrated directly into Microsoft Excel to enhance data analysis, automation, and visualization. Through practical exercises, participants will learn how to expand Excel’s capabilities and apply modern analytics techniques to accounting and financial data.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Course Description

As organizations place greater emphasis on data-driven decision-making, accounting professionals can benefit from tools that extend traditional spreadsheet capabilities. This lab-style workshop provides hands-on experience using R within Microsoft Excel to create advanced analytical and visualization solutions. Participants will explore practical applications, gain exposure to modern analytics concepts, and learn how emerging technologies are shaping the future of accounting. The session is designed to be accessible to professionals who are new to analytics and programming.

Applicable for

Analysts who work with detailed data and want to enhance their Microsoft Excel analytical and visualization capabilities using advanced, accessible tools.

Managers seeking new approaches to improve reporting efficiency, increase team productivity, and better understand emerging analytics technologies and opportunities.

Accounting and finance professionals who want to build foundational analytics skills and explore practical applications of data-driven decision-making. 

Learning Objectives

  • Learn the fundamentals of R, a powerful analytics-focused programming language.
  • Create and run R programs within Microsoft Excel to enhance data analysis and reporting capabilities.
  • Evaluate when to use R within Excel and when to develop standalone R solutions.
  • Apply R for data processing, management, and advanced data visualization.
  • Analyze current trends in analytics, data technologies, and cloud computing that are relevant to accounting professionals.

Content

  • Fundamentals of the R programming language
  • Integrating R with Microsoft Excel
  • Data processing and data management using R
  • Advanced data visualization techniques
  • Building interactive analytical solutions in Excel
  • Analytics and accounting: applying an analytics mindset
  • Current trends in analytics, technology, and cloud computing for accounting professionals

Course Dates & Registration

Dec 4, 2026
8:30AM - 4:30PM
Online Virtual
Jianyuan (Andy) Hu
Jianyuan(Andy) Hu has over 10 years of combined experience in accounting, financial planning, and analytics engineering. Andy is enthusiastic in helping organizations maximize their data and decision-making potential. Andy has proven successful in central accounting/finance, IT financial planning, academic faculty, ERP system migration, and institutional planning. Andy has led various initiatives: building enterprise datastore, implementing enterprise-grade analytics/data visualization, automating business processes and many others. These value-adding projects better assist and inform management at different levels while alleviating reporting burdens. As a CPA since 2020, Andy's educational background encompasses Master of Accountancy and Master of Management Analytics. Andy is also certified as Microsoft Trainer and as Microsoft Fabric Analytics Engineer Associate.
Available

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Excel Accounting with R (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

Accounting professionals are increasingly expected to analyze larger volumes of data and deliver deeper insights. This hands-on workshop introduces participants to R, a powerful and free analytics language, and demonstrates how it can be integrated directly into Microsoft Excel to enhance data analysis, automation, and visualization. Through practical exercises, participants will learn how to expand Excel’s capabilities and apply modern analytics techniques to accounting and financial data.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Course Description

As organizations place greater emphasis on data-driven decision-making, accounting professionals can benefit from tools that extend traditional spreadsheet capabilities. This lab-style workshop provides hands-on experience using R within Microsoft Excel to create advanced analytical and visualization solutions. Participants will explore practical applications, gain exposure to modern analytics concepts, and learn how emerging technologies are shaping the future of accounting. The session is designed to be accessible to professionals who are new to analytics and programming.

Applicable for

Analysts who work with detailed data and want to enhance their Microsoft Excel analytical and visualization capabilities using advanced, accessible tools.

Managers seeking new approaches to improve reporting efficiency, increase team productivity, and better understand emerging analytics technologies and opportunities.

Accounting and finance professionals who want to build foundational analytics skills and explore practical applications of data-driven decision-making. 

Learning Objectives

  • Learn the fundamentals of R, a powerful analytics-focused programming language.
  • Create and run R programs within Microsoft Excel to enhance data analysis and reporting capabilities.
  • Evaluate when to use R within Excel and when to develop standalone R solutions.
  • Apply R for data processing, management, and advanced data visualization.
  • Analyze current trends in analytics, data technologies, and cloud computing that are relevant to accounting professionals.

Content

  • Fundamentals of the R programming language
  • Integrating R with Microsoft Excel
  • Data processing and data management using R
  • Advanced data visualization techniques
  • Building interactive analytical solutions in Excel
  • Analytics and accounting: applying an analytics mindset
  • Current trends in analytics, technology, and cloud computing for accounting professionals

Course Dates & Registration

Dec 4, 2026
8:30AM - 4:30PM
Online Virtual
Jianyuan (Andy) Hu
Jianyuan(Andy) Hu has over 10 years of combined experience in accounting, financial planning, and analytics engineering. Andy is enthusiastic in helping organizations maximize their data and decision-making potential. Andy has proven successful in central accounting/finance, IT financial planning, academic faculty, ERP system migration, and institutional planning. Andy has led various initiatives: building enterprise datastore, implementing enterprise-grade analytics/data visualization, automating business processes and many others. These value-adding projects better assist and inform management at different levels while alleviating reporting burdens. As a CPA since 2020, Andy's educational background encompasses Master of Accountancy and Master of Management Analytics. Andy is also certified as Microsoft Trainer and as Microsoft Fabric Analytics Engineer Associate.
Available

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.