Event Description

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.

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

Major Subjects

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

Instructions

Install Power Pivot and Data Analysis ToolPak