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

Available Anytime
Location: Online
1Credits
Technical Business
Registration is Open
FICPA Members
$59.00 Regular Price
Nonmembers
$74.00 Regular Price
Product Code: SU24-DAR2-SSWC
Level: Intermediate
Vendor: Surgent
Field of Study: Information Technology

Overview:

In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using the same data as the instructor, users will perform an exercise to clean and transform a basic general ledger with an emphasis on preparing the data for analysis. 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
  • 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

Designed For:

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

Prerequisite:

2+ years of experience working with Excel

Additional 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.