BC CPA Downloads

To download the sample data file for the August 8, 2018 course, right-click here and save the file to your computer.

If you are not permitted to download a file from a website, follow these steps (you will get all the data to be used in the course but not the formulas that are in the Excel version):

  1. Copy all of the text below the line and paste it into a blank text file using Notepad or a simple text editor.
  2. Save the file in Notepad using the file extension of CSV.
  3. In a new Excel sheet, on the Data ribbon, click on the From Text/CSV button in the Get & Transform Data section. Select the file you saved in step 2.
  4. Follow the prompts to accept the default import to create a text version of the sample data file.
  5. To remove the default table that is created, on the Table ribbon click on Convert to Range and click on the Yes when prompted.
  6. You can resize the column widths as desired.

FinancialViz Sample Data File,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Trend: Line graphs,,,,,,,,,,,,
,,,,,,,,,,,,
Year,Counterfeit,Lost/stolen,CNP,,,,,,,,,
2012,2.1,0.9,2.6,,,,,,,,,
2013,2.4,0.8,2.8,,,,,,,,,
2014,3,0.8,2.9,,,,,,,,,
e2015,3.6,0.8,3.1,,,,,,,,,
e2016,3.1,0.8,3.8,,,,,,,,,
e2017,2.5,0.9,5.2,,,,,,,,,
e2018,1.8,0.9,6.4,,,,,,,,,
,,,,,,,,,,,,
Practice: Create line graph; Extend lines to meet axis,,,,,,,,,,,,
Practice: Direct labels instead of legend; Add selected data labels,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Month,Actual,Predicted,,,,,,,,,,
Feb,23.50%,,,,,,,,,,,
Mar,21.30%,,,,,,,,,,,
Apr,68.70%,,,,,,,,,,,
May,62%,62%,,,,,,,,,,
June,,53%,,,,,,,,,,
July,,46%,,,,,,,,,,
Aug,,43%,,,,,,,,,,
,,,,,,,,,,,,
Practice: Setup of data in two series; format two series; add series name labels,,,,,,,,,,,,
Practice: Update data; Notice how label moves with update,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Sales,COGS,G&A Expense,Other Operating Expenses,Owner Transfers,,,,,,,
2015,92105900,74142500,8091000,13312400,4692620,,,,,,,
2016,95958000,72215000,8733400,14573000,4743900,,,,,,,
2017,98292000,71168200,8939100,16396000,5583382,,,,,,,
2018,99227800,71469100,8020400,16123480,5814010,,,,,,,
,,,,,,,,,,,,
"Practice: Index calculations: eliminates units, decide on starting at 1 or 100",,,,,,,,,,,,
Practice: Create line graph of index values; add labels,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Compare to standard,,,,,,,,,,,,
,,,,,,,,,,,,
Day,Actual,Max:,,,,,,,,,,
,,6,,,,,,,,,,
23,3.4,6,,,,,,,,,,
24,4.2,6,,,,,,,,,,
25,2.9,6,,,,,,,,,,
26,4.5,6,,,,,,,,,,
27,4.4,6,,,,,,,,,,
28,4.8,6,,,,,,,,,,
29,5.3,6,,,,,,,,,,
30,4.9,6,,,,,,,,,,
,,6,,,,,,,,,,
,,,,,,,,,,,,
Practice: data setup for dashed line on columns; create with multiple graph types,,,,,,,,,,,,
Practice: labelling the columns and line with series name & value,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Month,Calls,Forecast:,,,,,,,,,,
Mar,285,,,,,,,,,,,
Apr,295,,,,,,,,,,,
May,342,,,,,,,,,,,
June,306,,,,,,,,,,,
July,318,,,,,,,,,,,
Aug,315,324,,,,,,,,,,
,,324,,,,,,,,,,
,,,,,,,,,,,,
Practice: dashed line on only one column,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
# of items,1-3:,4-8:,9-15:,16+:,Joiner1,Joiner2,Joiner3,,,,,
1,$45 ,,,,,,,,,,,
3,$45 ,,,,,,,,,,,
3,,$42 ,,,,,,,,,,
8,,$42 ,,,,,,,,,,
8,,,$37 ,,,,,,,,,
15,,,$37 ,,,,,,,,,
15,,,,$29 ,,,,,,,,
25,,,,$29 ,,,,,,,,
50,,,,$29 ,,,,,,,,
3,,,,,$45 ,,,,,,,
3,,,,,$42 ,,,,,,,
8,,,,,,$42 ,,,,,,
8,,,,,,$37 ,,,,,,
15,,,,,,,$37 ,,,,,
15,,,,,,,$29 ,,,,,
,,,,,,,,,,,,
Practice: Step trend graph data setup; create using XY graph,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Company,Values,Industry Avg:,,,,,,,,,,
,,3.57,,,,,,,,,,
BRP,4.43,3.57,,,,,,,,,,
Polaris,4.4,3.57,,,,,,,,,,
Harley-Davidson,3.1,3.57,,,,,,,,,,
Brunswick,3.05,3.57,,,,,,,,,,
Kawasaki,2.85,3.57,,,,,,,,,,
,,3.57,,,,,,,,,,
,,,,,,,,,,,,
Practice: dashed line using trendline on overlapping bars,,,,,,,,,,,,
Practice: standard label using bar data label,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Compare Values,,,,,,,,,,,,
,,,,,,,,,,,,
Jan,88.20%,,,,,,,,,,,
Feb,88.10%,,,,,,,,,,,
Mar,89.30%,,,,,,,,,,,
Apr,89.40%,,,,,,,,,,,
,,,,,,,,,,,,
Practice: clean up default column graph; minimalist axis (esp when not start at zero),,,,,,,,,,,,
Practice: label position Low when have -ve values,,,,,,,,,,,,
Review: ,http://www.storytellingwithdata.com/blog/2018/4/9/supercategory-axis-labels-in-excel,,,,,,,,,,,
,,,,,,,,,,,,
Practice: change default bar order,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Month,spacer1,Automated,Manual,spacer 2,Total,,,,,,,
Jan 17,2,2,7,2,9,,,,,,,
Feb 17,4,,4,5,4,,,,,,,
Mar 17,3,1,7,2,8,,,,,,,
Apr 17,4,,5,4,5,,,,,,,
May 17,1,3,5,4,8,,,,,,,
,,,,,,,,,,,,
Practice: diverging bars when +ve values using spacer & axis crosses at value,,,,,,,,,,,,
Practice: adding total at end of bars with spacer & data labels,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Area,Value,spacer1,Holder1,Explanation,,,,,,,,
Plant,2.3%,2.7%,4%,,,,,,,,,
Admin,1.8%,3.2%,4%,,,,,,,,,
Suppliers,4.5%,0.5%,4%,Exchange rate fluctuation,,,,,,,,
Sales,1.2%,3.8%,4%,,,,,,,,,
Shipping,3.2%,1.8%,4%,Fuel costs,,,,,,,,
,,,,,,,,,,,,
Practice: adding explanations from other cells; stacked bar chart,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Bracket,No. of Returns,"Tax $ in 1,000s",Tax $ per return,,,,,,,,,
10 percent,113596816,134290004,1182.163451,,,,,,,,,
15 percent,85811981,368708060,4296.696751,,,,,,,,,
25 percent,34664510,298337190,8606.415899,,,,,,,,,
28 percent,8545744,117986778,13806.49572,,,,,,,,,
33 percent,3237961,118792952,36687.57962,,,,,,,,,
35 percent,1232121,18261605,14821.27567,,,,,,,,,
39.6 percent ,1026445,296247113,288614.6973,,,,,,,,,
,,,,,,,,,,,,
Practice: Use conditional formatting bars; add columns between; copy as Enhanced metafile,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Infuser UVs,Referrer UVs,,,,,,,,,,
Oct,8,25,,,,,,,,,,
Nov,14,53,,,,,,,,,,
Dec,11,111,,,,,,,,,,
,,,,,,,,,,,,
Practice: calculate column widths when values are same units so valid comparison,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Projected,Actual,,,,,,,,,,
Q1,3.5,3.4,,,,,,,,,,
Q2,3.7,4.2,,,,,,,,,,
Q3,3.5,3.7,,,,,,,,,,
Q4,4.1,4.7,,,,,,,,,,
,,,,,,,,,,,,
Practice: Create MWOCG; add labels; add legend using rectangles,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Contribution of segments,,,,,,,,,,,,
,,,,,,,,,,,,
,spacer1,Spend,,,,,,,,,,
Installation and Commissioning,0,2500448,,,,,,,,,,
Installation related material,2500448,752309,,,,,,,,,,
IT hardware (India R&D),3252757,661663,,,,,,,,,,
Documentation & NOC services,3914420,314543,,,,,,,,,,
Equipment rental,4228963,215325,,,,,,,,,,
Call center support,4444288,176118,,,,,,,,,,
Lab & measurement equip (India R&D),4620406,141288,,,,,,,,,,
FLM services,4761694,22874,,,,,,,,,,
Total,0,4784568,,,,,,,,,,
,,,,,,,,,,,,
Practice: spacer segments; bar chart,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Value,Cumulative,,,,,,,,,,
Q1,184,184,,,,,,,,,,
Q2,-54,130,,,,,,,,,,
Q3,218,348,,,,,,,,,,
Q4,129,477,,,,,,,,,,
,,,,,,,,,,,,
,spacer1,neg label,neg value,pos value,pos label,s/e value,s/e label,line1,line2,line3,line4,
Q1,,#N/A,#N/A,184,184,,,184,,,,
Q2,76,54,54,#N/A,#N/A,,,184,130,,,
Q3,130,#N/A,#N/A,218,218,,,,130,348,,
Q4,348,#N/A,#N/A,129,129,,,,,348,477,
Total,,,,,,477,477,,,,477,
,,,,,,,,,,,,
Practice: multiple series for labels & values; series for lines; calculations using NA(),,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Value,Cumulative,,,,,,,,,,
Start,184,184,,,,,,,,,,
Incr expense,-54,130,,,,,,,,,,
Sale A,218,348,,,,,,,,,,
Sale B,129,477,,,,,,,,,,
Penalty,-27,450,,,,,,,,,,
End,450,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,spacer1,neg label,neg value,pos value,pos label,s/e value,s/e label,line1,line2,line3,line4,line5
Start,,,,,,184,184,184,,,,
Incr expense,76,54,54,#N/A,#N/A,,,184,130,,,
Sale A,130,#N/A,#N/A,218,218,,,,130,348,,
Sale B,348,#N/A,#N/A,129,129,,,,,348,477,
Penalty,423,27,27,#N/A,#N/A,,,,,,477,450
End,,,,,,450,450,,,,,450
,,,,,,,,,,,,
Practice: Extend concepts to waterfall chart,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,Tech A values,spacer1,Tech B values,spacer2,Tech C values,Tech A,spacer3,Tech B,spacer4,Tech C,,
,,,,,,0.4875,0.2125,0.4125,0.2875,0.1125,,
2014,0.65,0.05,0.3,0.4,0.05,,,,,,,
2015,0.5,0.2,0.4,0.3,0.1,,,,,,,
2016,0.3,0.4,0.55,0.15,0.15,,,,,,,
,,,,,,,,,,,,
Practice: multiple spacers; labels driven by data; baselines using gridlines,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Rank,,,,,,,,,,,,
,,,,,,,,,,,,
,Sales,,,,,,,,,,,
Internet,123,,,,,,,,,,,
Grocery West,101,,,,,,,,,,,
Drugstore A,27,,,,,,,,,,,
Grocery East,20,,,,,,,,,,,
Foodstore,16,,,,,,,,,,,
Office store,13,,,,,,,,,,,
Gas station ,12,,,,,,,,,,,
Foodstore B,9,,,,,,,,,,,
Convenience A,8,,,,,,,,,,,
Lumber store,5,,,,,,,,,,,
Liquor store,4,,,,,,,,,,,
Restaurant,3,,,,,,,,,,,
Discounter East,3,,,,,,,,,,,
In office,3,,,,,,,,,,,
Foodstore B,1,,,,,,,,,,,
Oil change,1,,,,,,,,,,,
Drugstore B,1,,,,,,,,,,,
Pharmacy,1,,,,,,,,,,,
,,,,,,,,,,,,
Practice: calculating & using an All Others category,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Data in analysis sheet,,,,,,,,,,,,
,,,,,,,,,,,,
,Jan,Feb,Mar,Apr,,MoM chg,,,,,,
Center A,558,565,570,,,1.25%,,,,,,
Center B,929,892,908,,,-3.98%,,,,,,
Center C,729,746,735,,,2.33%,,,,,,
Center D,327,327,342,,,0.00%,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Results from analysis to be presented,,,,,Sorting cells,,,,,,,
,,,,,,,,,,,,
,Orders,MoM chg,,,Center,Current,Mom chg,,,,,
Center B,892,-3.98%,,,Center B,892,-0.039827772,,,,,
Center C,746,2.33%,,,Center C,746,0.023319616,,,,,
Center A,565,1.25%,,,Center A,565,0.012544803,,,,,
Center D,327,0.00%,,,Center D,327,0,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Table for PowerPoint visual,,,,,,,,,,,,
,,,,,,,,,,,,
,Orders values,spacer1,p,Pos %,q,Neg %,N/C,Orders,MoM chg,,,
,,,,,,,,950,100,,,
Center B,892,58,#N/A,#N/A,50,0.039827772,#N/A,,,,,
Center C,746,204,50,0.023319616,#N/A,#N/A,#N/A,,,,,
Center A,565,385,50,0.012544803,#N/A,#N/A,#N/A,,,,,
Center D,327,623,#N/A,#N/A,#N/A,#N/A,50,,,,,
,,,,,,,,,,,,
Practice: formulas to drive graph; p and q for triangle indicators,,,,,,,,,,,,
Practice: updating graph easier when driven by formulas,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Portion of a total,,,,,,,,,,,,
,,,,,,,,,,,,
With top 20,70%,,,,,,,,,,,
Others,30%,,,,,,,,,,,
,,,,,,,,,,,,
Practice: format donut charts (bold & subdued); add text box label in center,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Practice: create waffle charts in PPt with table,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
,,,,,,,,,,,,
Using Excel graphs in PowerPoint,,,,,,,,,,,,
,,,,,,,,,,,,
Practice: copy as WMF image to retain clarity,,,,,,,,,,,,
"Practice: copy/paste to link data to Excel (Refresh data only updates data, not formatting)",,,,,,,,,,,,
Practice: Create graph in PowerPoint with Paste Values data from Excel,,,,,,,,,,,,