Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals
Field of Study: Information Technology
Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants
Analysts: Business Analysts, Financial Analysts
Full Certificate Course
What’s Included
10 hours of Instruction
Level: Intermediate
CPE/CE Credits Eligible: 10
and On-Demand
Video Lectures
Certificate
Instructors
2+ years of experience working with Excel
Install Power Pivot and Data Analysis ToolPak
On-Demand Modules Featured in this Course
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand the basic terminology, applications, and uses of data analytics
- Understand the relationships that exist between different sources of data
- Demonstrate the ability to perform basic Power Query functions
- Demonstrate the ability to import Excel workbooks into Power Query
- Demonstrate the ability to connect to external data sources using Power Query
- 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 is M Code and how it is used
- Apply ETL processes to a dataset
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Apply formulas to existing data and debug errors in formulas
- Understand and apply the basics of data cleaning
- Understand the importance of naming conventions in Excel tables
- Under the basic formula language and implementation guidance and be able to apply that guidance to common formulas used in data analytics
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Apply skills learned to create and structure tables
- Determine the appropriate descriptive statistics to present and present them in a structured format
- Create structured references and understand their relation to formula creation
- Create formulas and apply troubleshooting techniques to formulas created
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand the uses, benefits, and limitations of PivotTables in Excel
- Apply Excel skills to create, structure, and operate PivotTables using predefined data
- Be able to perform sorting, filtering, and calculations within PivotTables
- Understand Online Analytical Processing and when it used in Power Pivot
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand types of data relationships that exist within the data (e.g., linear, normal, etc.)
- Be able to apply VLOOKUP and index match formulas in Excel
- Be able to append and merge multiple data sets into one
- Create relationships in Power Pivot
- 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.
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand what is artificial intelligence and how it relates to data analytics.
- Understand the basics of performing linear regression and apply that understanding to data
- Be able to accurately model data and create a prediction model
- Be able to apply trend analysis and forecasting functions to data in Excel
- 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 from 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
All On-Demand Modules Listed
CPE Credits: 10
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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