Overview
In this one-hour course, users will apply Excel and Power BI tools and skills directly to tables in Excel. Users will work alongside the instructor to create named tables, create structured references, enter formulas, and prepare the tables for input into Power Query. Users will be introduced to the preparation of the first level of statistics — descriptive statistics. Emphasis will be placed on mean, median, and standard errors.
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.
Major Topics:
- Creating a table
- Parts to a table
- Benefits of an Excel table
- Structured references
- How it helps to create formulas
- Formulas are column based not cell based
- Tables are data sources for Power Query
- Exercises- tables
- Creating a table
- Resizing a table
- Removing duplicates
- Descriptive Statistics using the Total Row
- Inserting a slicer
- Creating formulas using structured references
Learning Objectives
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Apply skills learned to create and structure tables
- Determine the appropriate descriptive statistics to present them in a structured format
- Create structured references and understand their relation to formula creation
- Create formulas and apply troubleshooting techniques to formulas created
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
Advanced Preparation:
Install Power Pivot and Data Analysis ToolPak