Module 7: Calculated Columns and Dimensions

Course Description
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 walkthrough 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.
Learning 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
  • Be able to create a dimension table in Power Query
  • Be able to create hierarchies in Excel with calculated columns
  • Apply calculated column skills to dataset related to journal entry testing.
Who Should Take This Course?
Auditors: Staff Auditors, Senior Auditors, Internal Auditors, Government Auditors
Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants
Analysts: Business Analysts, Financial Analysts

Module 7: Calculated Columns and Dimensions

$39

1 hour of Instruction

Level: Intermediate

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and On-Demand

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Prerequisites

2+ years of experience working with Excel

Advance Preparation

Install Power Pivot and Data Analysis ToolPak

Resume Skills
Data Analytics Power BI Microsoft Excel Power Query
Virginia Collins, CPA, CFE, CITP
Meet The Instructor

Virginia Collins is a former Manager in the Quality Control Department of Berdon LLP. With more than 35 years of experience in public accounting, she has advised clients across many industries. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Ms. Collins is a Certified Informational Technology Professional (CITP), which is a specialty designation awarded by the AICPA to CPAs with the unique ability to bridge business and technology. She was appointed a Committee Member of the AICPA Credential Committee where she has been actively involved in increasing the use of Computer Assisted Auditing Techniques (CAATs) by CPAs. Her experience extends to planning of engagements — applying CAATs techniques and training staff on their use, internal control I.T. review, quality control review of engagements, data analytics, continuous auditing and business intelligence, and advising on the requirements of Section 404 of the Sarbanes-Oxley Act.

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