Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources (1 hour)

Overview

This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and importance in combining multiples sources will be developed. Users will be introduced to and will practice the basics of Microsoft’s Power Query.

This course is one in a ten-part certification series, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals, by Surgent IQ.

Highlights

Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together)
Overview of various definitions of data analytics
Data analytics needs multiple sources of data
Introduction to Power Query (Get & Transform)- on data tab in Excel
Exercise- connecting to various Data Sources
- Importing Excel workbook into Power Query
- Connecting to a website in Power Query

Prerequisites

2+ years of experience working with Excel

Designed For

Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas

Objectives

Understand the applicable 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

Preparation

Install Power Pivot and Data Analysis ToolPak

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!