Self-Study On-Demand


1 CPE

Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources [2025-2026]

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 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

Major Topics

  • 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

CPE Credits Available

1 CPE
1
General

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

2+ years of experience working with 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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