Self-Study: Surgent's Data Analytics Readiness Series: Data Modeling

Overview

This course is available until April 30, 2025.

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.

Highlights

• 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

Prerequisites

Intermediate knowledge of Excel

Designed For

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

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.)
• Apply VLOOKUP and index match formulas in Excel
• Append and merge multiple data sets into one
• Create relationships in Power Pivot