Surgent's Data Analytics Readiness Series: Data Modeling

Overview

This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integrity. The majority of the course will focus on hands-on data exercises. Users will apply skills to create relationships and analyze the data using 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

• How to join tables using
  • VLOOKUP
  • Power Query- append queries and merge queries
  • Power Pivot- Creating a relationship via diagram view
• Types of relationships
• Data integrity
• Normalization
• Facts vs dimension tables
• Exercises- data modeling
  • VLOOKUP and index match formula
  • Appending data in Power Query
  • Merging data in Power Query
  • Connection only queries
  • Creating a relationship in Power Pivot

Prerequisites

Intermediate knowledge of 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 types of data relationships that exist within the data (e.g., linear, normal, etc.)
• Apply VLOOKUP and index match formulas in Excel
• Append and merge multiple data sets into one
• Create relationships in Power Pivot

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.