Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions
Available Anytime
Location:
Online
1Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$74.00 Regular Price
Product Code: SU24-DAR7-SSWC
Level: Intermediate
Vendor: Surgent
Field of Study: Information Technology
Overview:
This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calculated columns, add dimensions to existing data tables, and create hierarchies within the data tables. Special attention will be paid to Star Schema analytical modelling. To explore practical applications, users will apply the skills to journal entry testing. 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.Objectives:
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand evaluation context — row and filter context
- Understand the requirements to create calculated columns and apply that understanding to data
- Create a dimension table in Power Query
- Create hierarchies in Excel with calculated columns
- Apply calculated column skills to datasets related to journal entry testing
Major Topics:
- Where can you create a calculated column?
- Understanding evaluation context- row and filter context
- When does evaluation of the formula occur (before, as, or after the data is loaded?)
- Understanding storage requirements of calculated columns
- Understanding the analytical data model of the Star Schema
- Dimensions
- Facts
- Exercises- calculated columns
- Adding a calculated column in a table in Excel
- Creating a dimension table in Power Query
- Creating a hierarchy in Excel with calculated columns
- Adding a calculated column in Power Query
- JE testing with calculated columns
- Other test- opening balances
Designed For:
Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulasPrerequisite:
2+ years of experience working with ExcelAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.