Module 1: Data Extraction and Data Sources

Course Description
This 1-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and importance in combining multiples sources is provided. Users will be introduced to and will practice the basics of Microsoft’s Power Query.
Learning Objectives
  • 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
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 1: Data Extraction and Data Sources

$39

1 hour of Instruction

Level: Intermediate

100% Online
and On-Demand

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Instructors

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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