Self-Study On-Demand


1 CPE

Surgent's Data Analytics Readiness Series: Data Modeling

Self-Study On-Demand
1 CPE

Learning 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

Major Topics

  • 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

CPE Credits Available

1 CPE
1
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Intermediate knowledge of Excel

Advanced Preparation

Install Power Pivot and Data Analysis ToolPak

Intended Audience

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

Provider

Surgent

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