Surgent's Data Analytics Readiness Series: Visualizations and Reporting

Available Anytime

Location: Online

1Credits

Technical Business

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~~$59.00 Regular Price~~

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$74.00 Regular Price

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Product Code: SU24-DA10-SSWC

Level: Intermediate

Vendor: Surgent

Field of Study: Information Technology

Overview:

This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Excel for visualizations. A hands-on exercise will be applied where the user will work alongside the instructor to create dashboarding for journal entry testing. Specific focus will be on the relation among various tools for data analytics: Power Query, Power Pivot, PivotTables, DAX formulas, and storyboarding. 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 what data visualization tools are available in Excel and Power BI and how they are superior to previous Excel tools
Apply skills learned to create a dashboard for journal entry testing data
Apply skills to present the output of analytical modeling in an easy to interpret form and evaluate the output of the analytics
Be able to use the camera tool in Power BI to create dashboards

Major Topics:

Visualization tools in Excel (camera, slicers, and timelines)
Data view- why it went away. Power BI is the visualization tool to use
All concepts learned in course are brought together in this last class to create a dashboard:
- Power Query- to extract transform and load data for the dashboard
- Power Pivot -to create the data model for the dashboard
- DAX formulas- for pivot tables to calculate values needed for model
- Pivot tables and charts- to create visualizations
- Camera tool to create dashboard
Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing
- Journal entry by month and income statement accounts
- Descriptive statistics of journal entries
- Number of journal entry by month
- Journal entries by day of week
- Round journal entries
Evaluate output of journal entry analytic
- Other approaches
- What are the false positives (noise)?
Next steps in data analytics journey

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.