Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform

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  • Location
    • Your Space
      Your Space
      Self Study - Surgent, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Information Technology (1.00)
  • Prerequisites
    • 2+ years of experience working with Excel

  • Vendor
    • Surgent McCoy CPE, LLC
  • Level
    • Intermediate
  • Fields of Study
    • Information Technology
  • Message
    • When & Where You Want


In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using the same data as the instructor, users will perform an exercise to clean and transform a basic general ledger with an emphasis on preparing the data for analysis. 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.

  • Course Type: On-Demand Webcast
  • Designed For

    Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas


    • 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 M Code is and how it is used
    • Apply ETL processes to a dataset


    • An ETL tool- Extract Transform and Load
    • How Power Query ups your game in data analytics
    • Interface components of Power Query
    • Column level and table actions
    • Power Query is a sequential macro recorder
    • What is M Code?
    • Exercise- cleaning and transforming a general ledger

    Advanced Prep

    Install Power Pivot and Data Analysis ToolPak

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