Self-Study On-Demand


1 CPE

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

Major Topics

  • 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

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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