Core Data Analytics Module 2: Data Preparation Using Get and Transform
https://www.surgent.com/product/core-data-analytics-module-2-data-preparation-using-get-and-transform/Course Description
In this one-hour course, you’ll learn to apply Power Query to extract, transform, and load data for analysis. You’ll also practice manipulating data and cleaning and transforming a basic general ledger.
Learning Objectives
- Understand the applicable Microsoft® Excel® skills that will be required in making the transition to data analyst
- Apply Power Query to extract, transform, and load (ETL) data
- Understand and apply the basics of data cleaning
- Understand what is M Code and how it is used
- Apply ETL processes to a dataset
Core Data Analytics Module 3: Formulas, Named Ranges, and Formula Accounting
https://www.surgent.com/product/core-data-analytics-module-3-formulas-named-ranges-and-formula-accounting/Course Description
This one-hour course introduces table functions in Excel® and Power BI with specific focus on common formulas,functions and pitfalls in formula implementation. Users will work alongside the instructor to perform exercises as they apply and utilize named ranges and naming conventions to data.
Learning Objectives
- Understand the applicable Excel® skills that will be required in making the transition to data analyst
- Apply formulas to existing data and debug errors
- Understand and apply the basics of data cleaning
- Understand the importance of naming conventions in Excel® tables
- Understand the basic formula language and implementation guidance, and apply that guidance to common formulas used in data analytics
Core Data Analytics Module 6: Data Modeling
https://www.surgent.com/product/core-data-analytics-module-6-data-modeling/Course Description
This one-hour course focuses primarily on Microsoft® Excel®’s Power Query, Power Pivot and VLOOKUP feature sets. Users will learn how to join tables using various techniques and add-ons in Excel®, while maintaining data integrity. The majority of the course focuses on hands-on data exercises, as users apply skills like creating relationships and analyzing data with Power Query.
Learning Objectives
- Understand the applicable Excel® skills =required in making the transition to data analyst
- Understand types of data relationships (linear, normal, etc.)
- Learn to apply VLOOKUP and index match formulas in Excel®
- Learn to append and merge multiple data sets
- Create relationships in Power Pivot
Core Data Analytics Module 4: Excel Tables
https://www.surgent.com/product/core-data-analytics-module-4-excel-tables/Course Description
In this one-hour course you will apply Excel® and Power BI tools and skills directly to tables in Excel®. Work alongside the instructor to create named tables, structure references, enter formulas and prepare the tables for input into Power Query. Then, learn about preparation of descriptive statistics, with emphasis on mean, median and standard errors.
Learning Objectives
- Understandapplicable Excel® skills required in transitioning to data analyst
- Apply these skills to create and structure tables
- Determine the appropriate descriptive statistics to present, and present them in a structured format
- Create structured references and understand their relation to formula creation
- Create formulas and apply troubleshooting techniques to formulas created
Core Data Analytics Module 5: PivotTables
https://www.surgent.com/product/core-data-analytics-module-5-pivottables/Course Description
This one-hour course provides hands-on practice using PivotTables in Excel®. Learn and apply skills to create, structure and analyze data using this powerful tool, including discussing its benefits and limitations. You will also be introduced to Power Pivot its Online Analytics Processing feature.
Learning Objectives
- Understand the applicable Excel® skills required in making the transition to data analyst
- Understand the uses, benefits and limitations of PivotTables in Excel®
- Apply Excel® skills to create, structure and operate PivotTables using predefined data
- Learn to perform sorting, filtering and calculations within PivotTables
- Understand Online Analytical Processing and when it’s used in Power Pivot
Core Data Analytics Module 1: Data Extraction and Data Sources
https://www.surgent.com/product/core-data-analytics-module-1-data-extraction-and-data-sources/Course Description
This one-hour course serves as the introductory module to data analytics. Learn the basic terminology used in data analytics. This course also provides an understanding of the sources of data and importance in combining them. You will also practice the basics of Microsoft® Power Query tool
Learning Objectives
- Understand the applicable Microsoft® Excel® skills that will be required in making the transition to data analyst
- Understand the basic terminology, applications, and uses of data analytics
- Understand the relationships that exist between different sources of data
- Demonstrate the ability to perform basic Power Query functions
- Demonstrate the ability to import Excel® workbooks into Power Query
- Demonstrate the ability to connect to external data sources using Power Query
Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals
https://www.surgent.com/product/core-data-analytics-excel-and-power-bi-skills-for-accounting-and-finance-professionals/It’s no surprise that technology & big data 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. They facilitate organizations’ quest to transform raw data into workable formats, helping identify trends and draw meaningful conclusions.
Accounting and finance professionals can set themselves apart from colleagues and future-proof their careers by developing an expertise in data analytics. Improve your skills in evaluating business performance, identifying and managing risk and analyzing customer behavior to anticipate market trends.
In this ten-part on-demand webcast 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.
By completing all ten modules, you’ll earn a professional certification, demonstrating to current employers and future hiring managers that you’ve got just the right skills to bring value to their organization.
Audit Analytics: How Data Analytics is Transforming the Internal Auditing Field
https://www.surgent.com/blog/audit-analytics/In today’s business environment, how a company works with “big data” has become analogous with how well that company does within its industry or market. Being able to effectively work with data to drive business decisions and develop business insights is the difference between a competitive company and a company behind the curve. Data analytics […]
What You Need to Know About the New Technology and Analytics Section of the CMA Exam
https://www.surgent.com/blog/technology-and-analytics-cma-exam/As of next year, Institute of Management Accountants (IMA) will be implementing changes to the CMA exam to make it more relevant to the current job market. Whether you’re planning on taking the exam this year, will split sections between both years, or are planning on taking both sections next year, you’ll want to know […]
CPAs of the future: AACSB updates accounting standards to include data analytics
https://www.surgent.com/blog/aacsb-data-analytics/The accounting industry has undergone major changes in the last several decades due to the increase in reliance on information technology. From incorporating new IT into the workplace, to making sure it’s working properly, to protecting data, CPAs have their hands full as the industry evolves to meet the demand for growth and innovation. In […]