Video: Why CPA candidates should be studying data analytics
https://www.surgent.com/blog/video-data-analytics/The field of data analytics is growing, and future CPAs need to be prepared to make meaningful business decisions from big data. According to Surgent’s Chief Knowledge Officer Liz Kolar, knowing data analytics can keep accountants from having to perform routine transaction processes. Instead, accountants can focus on learning from their data and communicating their […]
Data Analytics 101: Applying Excel and big data to accounting
https://www.surgent.com/blog/data-analytics-101/Certain buzzwords, such as blockchain, artificial intelligence, machine learning, and data analysis, have become increasingly common in the accounting profession as technology plays a bigger role in the day to day aspects of a business. While all of these buzzwords and their related concepts are important, none seems to be quite as important as data […]
CPA Review Ultimate Pass x Data Analytics
https://www.surgent.com/product/ultimate-pass-x-data-analytics/Surgent CPA Review is the most comprehensive CPA prep course in the industry. Ultimate Pass combines Surgent’s powerful, adaptive software with unparalleled customer support.
Ultimate Pass is powered by A.S.A.P.® Technology, Surgent’s own adaptive learning software, which identifies each student’s knowledge gaps and generates custom study plans to close them. Real-time algorithms monitor and respond to student progress throughout the course, optimizing for study efficiency along the way. As a result, Surgent students save up to 400 hours of study time while achieving an 92% pass rate.*
All Surgent CPA Review courses include over 8,200 multiple-choice questions, over 400 task-based and document review simulations, and 350+ “bite-sized” videos, which are focused on specific, digestible topics, and come with customized study notes. Ultimate Pass, like Premier Pass, includes printed textbooks and flashcards, as well as 1-on-1 support from CPA Exam Success Coaches, who assist students with everything from study strategies and test-taking tips, to planning and accountability.
Unique to Ultimate Pass, however, is an integrated test bank of 1,000 additional MCQs, which is ideal for students who want to supplement their exam prep with additional study material. Ultimate Pass students will also have access to Surgent’s Excel® Critical Skills Certificate, to help them learn how to use Excel to their advantage during the Exam and on the job, as well as an audio course to allow them to study on-the-go. Plus, with Ultimate Customer Support, our highest tier of customer service, students receive unlimited content and technical support from our concierge team, with responses guaranteed within one business day.
*92% pass rate based on students who achieve a ReadySCORE of 75 or more across all content groups, topics, and question types.
CPA Review Ultimate Pass x Data Analytics (Firms)
https://www.surgent.com/product/ultimate-pass-x-data-analytics-firms/Surgent CPA Review is the most comprehensive CPA prep course in the industry. Ultimate Pass combines Surgent’s powerful, adaptive software with unparalleled customer support.
Ultimate Pass is powered by A.S.A.P.® Technology, Surgent’s own adaptive learning software, which identifies each student’s knowledge gaps and generates custom study plans to close them. Real-time algorithms monitor and respond to student progress throughout the course, optimizing for study efficiency along the way. As a result, Surgent students save up to 400 hours of study time while achieving an 92% pass rate.*
All Surgent CPA Review courses include over 7,250 multiple-choice questions, over 400 task-based and document review simulations, and 350+ “bite-sized” videos, which are focused on specific, digestible topics, and come with customized study notes. Ultimate Pass, like Premier Pass, includes printed textbooks and flashcards, as well as 1-on-1 support from CPA Exam Success Coaches, who assist students with everything from study strategies and test-taking tips, to planning and accountability.
Unique to Ultimate Pass, however, is an integrated test bank of 1,000 additional MCQs, which is ideal for students who want to supplement their exam prep with additional study material. Ultimate Pass students will also have access to Surgent’s Excel® Critical Skills Certificate, to help them learn how to use Excel to their advantage during the Exam and on the job, as well as an audio course to allow them to study on-the-go. Plus, with Ultimate Customer Support, our highest tier of customer service, students receive unlimited content and technical support from our concierge team, with responses guaranteed within one business day.
*92% pass rate based on students who achieve a ReadySCORE of 75 or more across all content groups, topics, and question types.
Data Analytics Certifications
https://www.surgent.com/skill-building/data-analytics-certifications/Surgent’s Data Analytics certification courses power up your accounting career potential. Set yourself apart by taking advantage of Power BI and Power Query tools. With Surgent IQ®, you’ll develop skills and gain knowledge that will be immediately applicable to your career. Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals Today’s […]
Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals: University Edition
https://www.surgent.com/product/core-data-analytics-excel-and-power-bi-skills-for-accounting-and-finance-professionals-university-edition/Data Analytics Course Description
It’s no surprise that technology and the big data it produces have become ubiquitous in day-to-day operations. Data scientists, data analysts and non-IT professionals with data analytics knowledge have become critical to large businesses. These professionals transform raw data into workable formats, which can be used to identify trends and draw meaningful conclusions.
Accounting and finance professionals can both set themselves apart from their colleagues and future-proof their careers by developing expertise in data analytics. Professionals both in public accounting and in industry can use these skills to make sense of the massive quantities of financial information available to evaluate business performance, identify and manage risk and analyze customer behavior to anticipate market trends.In this ten-part series, we’ll concentrate on the Power BI tools in Microsoft Excel® that enable accounting, auditing and finance professionals to develop their own self-service data analysis.
Core Data Analytics Module 10: Visualizations and Reporting
https://www.surgent.com/product/core-data-analytics-module-10-visualizations-and-reporting/Course Description
This one-hour course introduces data visualization and reporting using Power BI and Microsoft® Excel®. Learn the benefits of using Power BI to create data visualizations, and see how Power BI differs from previous Excel® functions for visualizations. You will also work alongside the instructor to create a dashboard for journal entry testing. Dive into the relation among various tools for data analytics including: Power Query, Power Pivot, PivotTables, DAX formulas and storyboarding.
Learning Objectives
- Understand the applicable Excel® skills that will be required in making the transition to data analyst
- Understand what data visualization tools are available in Excel® and Power BI and how they are superior to previous Excel® tools.
- Apply skills to create a dashboard from journal entry testing data
- Apply skills to evaluate and present the output of analytical modeling in an easily interpreted form
- Learn to use the camera tool in Power BI to create dashboards
Core Data Analytics Module 9: Artificial Intelligence – Basic Concepts in Excel
https://www.surgent.com/product/core-data-analytics-module-9-artificial-intelligence-basic-concepts-in-excel/Course Description
This one-hour course serves as an introduction to artificial intelligence (AI) and how it’s utilized in Microsoft® Excel®. First, you’ll learn the basics of linear regression and its application. Then, you’ll learn AI functions such as forecasting, trend analysis, regression analysis and predictive modeling.
Learning Objectives
- Understand the applicable Excel® skills that will be required in making the transition to data analyst
- Understand what artificial intelligence is and how it relates to data analytics
- Understand the basics of performing linear regression and apply that understanding to data
- Be able to accurately model data and create a prediction model
- Be able to apply trend analysis and forecasting functions to data in Excel®
Core Data Analytics Module 7: Calculated Columns and Dimensions
https://www.surgent.com/product/core-data-analytics-module-7-calculated-columns-and-dimensions/Course Description
This one-hour course will focus on the use of Excel® with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calculated columns, add dimensions to existing data tables, and create hierarchies within the data tables. Special attention will be paid to Star Schema analytical modeling. To explore practical applications, users will apply the skills to journal entry testing.
Learning Objectives
- Understand the applicable Excel® skills required in making the transition to data analyst
- Understand evaluation context-row and filter context
- Understand the requirements to create calculated columns and apply that understanding to data
- Learn to create a dimension table in Power Query
- Learn to create hierarchies in Excel® with calculated columns
- Apply calculated column skills to a dataset related to journal entry testing.
Core Data Analytics Module 8: Advanced Formulas – Array Formulas and DAX Formulas
https://www.surgent.com/product/core-data-analytics-module-8-advanced-formulas-array-formulas-and-dax-formulas/Course Description
This one-hour data analytics course will introduce you to formulas in Power BI and Microsoft® Excel®. Learn the skills to create and evaluate both array and DAX formulas, and discuss implicit for explicit intersections and measures within the formulas. Then, you will apply your understanding to data and work alongside the instructor to create calculated columns in Power Pivot using DAX and array formulas.
Learning Objectives
- Understand the applicable Excel® skills required in making the transition to data analyst
- Understand the basic requirements to create array and DAX formulas using Power BI and Excel®
- Understand how DAX formulas relate to calculated columns and how they can be created within calculated columns
- Apply understanding of DAX formulas to create calculated columns using Power Pivot
- Learn to create hierarchies in Excel® with calculated columns