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Surgent's Data Analytics Readiness Series: Visualizations and Reporting

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1.0
26 / S-60167
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Member Price
$59.00 Regular Registration
Your Price
$62.00 Regular Registration
Designed For:

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

Prerequisite:

2+ years of experience working with Excel

This one-hour course will serve as an introduction to data visualization and reporting using Power BI and Excel. Users will understand the benefits of using Power BI to create data visualizations and how Power BI differs from previous functions in Excel for visualizations. A hands-on exercise will be applied where the user will work alongside the instructor to create dashboarding for journal entry testing. Specific focus will be on the relation among various tools for data analytics: Power Query, Power Pivot, PivotTables, DAX formulas, and storyboarding.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.

Delivery Method: On-Demand Webcast
CPE Credit: Information technology
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the applicable Excel skills that will be required in making the transition to data analyst 
  • Understand what data visualization tools are available in Excel and Power BI and how they are superior to previous Excel tools
  • Apply skills learned to create a dashboard for journal entry testing data
  • Apply skills to present the output of analytical modeling in an easy to interpret form and evaluate the output of the analytics
  • Be able to use the camera tool in Power BI to create dashboards

Advanced Preparation

Install Power Pivot and Data Analysis ToolPak

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.