Module 6: Data Modeling

Course Description
This one-hour course focuses primarily on Power Query, Power Pivot, and V-LOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integrity. The majority of the course focuses on hands-on data exercises. Users will apply skills to create relationships and analyze the data using Power Query.
Learning Objectives
  • 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
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 6: Data Modeling

$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 Data Modeling
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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