Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform

Overview

In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using the same data as the instructor, users will perform an exercise to clean and transform a basic general ledger with an emphasis on preparing the data for analysis.

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

• An ETL tool- Extract Transform and Load
• How Power Query ups your game in data analytics
• Interface components of Power Query
• Column level and table actions
• Power Query is a sequential macro recorder
• What is M Code?
• Exercise- cleaning and transforming a general ledger

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
• Apply Power Query to extract, transform, and load (ETL) data
• Understand and apply the basics of data cleaning
• Understand what M Code is and how it is used
• Apply ETL processes to a dataset

Preparation

Install Power Pivot and Data Analysis ToolPak

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.