Surgent's Data Analytics Readiness Series: Data Modeling

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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
    • Intermediate knowledge of Excel

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


This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP 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 will focus on hands-on data exercises. Users will apply skills to create relationships and analyze the data using Power Query. 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
    • Understand types of data relationships that exist within the data (e.g., linear, normal, etc.)
    • Apply VLOOKUP and index match formulas in Excel
    • Append and merge multiple data sets into one
    • Create relationships in Power Pivot


    • How to join tables using
      • VLOOKUP
      • Power Query- append queries and merge queries
      • Power Pivot- Creating a relationship via diagram view
    • Types of relationships
    • Data integrity
    • Normalization
    • Facts vs dimension tables
    • Exercises- data modeling
      • VLOOKUP and index match formula
      • Appending data in Power Query
      • Merging data in Power Query
      • Connection only queries
      • Creating a relationship in Power Pivot

    Advanced Prep

    Install Power Pivot and Data Analysis ToolPak

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