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Data Analytics – How Can We Implement It? Certificate Package

A four-module series designed to help organizations and their staff take the first step toward becoming data-driven. Learn how to plan a data analytics implementation, explore the Power BI ecosystem, and build the foundational understanding needed to succeed with data at your company.

$159

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Program includes:

  • 4 on-demand webcast modules — 1 CPE credit each (4 CPE total upon completion)
  • Each module includes a reference exam, final exam, slide deck PDF, and learning questions and glossary
  • Covers data analytics planning, Excel Power Query and Power Pivot, Power BI Desktop, and Power BI.com
  • Credly badge awarded upon completion of all 4 modules
  • 12 months of access from date of purchase
  • No prerequisite — open to any accounting or finance professional
  • Individual modules also available for separate purchase
Surgent Data Analytics Credly badge

Earn a Credly badge. Complete all four modules within 12 months to receive your official Data Analytics Credly badge — a shareable digital credential you can display on LinkedIn and with employers.

Data Analytics – How Can We Implement It? Certificate Package — Surgent CPE
Ready to go deeper? View all Data Analytics certificate programs

As the rewards from data continue to grow, companies must recognize the value of data to remain competitive. Companies that use data in their business processes are outperforming those that do not. Data skills will become necessary in the next few years — and your employees will need them to perform their jobs.

Ask yourself two questions about where your organization stands today:

  • Has your company implemented data analytics yet?
  • Do employees in your company have data skills today?

If the answer to either question is no, this four-module series is for you. It provides the foundational knowledge needed to plan a successful data analytics implementation and introduces your team to the key tools in the Microsoft Power BI ecosystem — starting with Excel, the application your business users already know.

Buying for a firm or team? Contact us for enterprise pricing.

What’s Included in the Course?

4 on-demand modules • 1 CPE credit each • 4 CPE total upon completion of all modules

Each module includes: webcast • reference exam • final exam • slide deck PDF • learning questions and glossary

Module 1: Data Analytics: Planning and Implementation Strategies (DT01)

During the first hour of this course, you will gain an understanding of how to transform your organization into a data-driven company. This understanding will increase your chances of successfully achieving your goal of implementing data analytics in your organization.

1 CPE Credit

View Module 1

Module 2: Excel: The Data Tools for Analysis – Power Query and Power Pivot (DT02)

Excel contains two data tools of the Power BI ecosystem to begin developing data skills: Power Query and Power Pivot. Beginning your data journey with an application your business users are already familiar with will increase your chances of success in your company’s data goals.

1 CPE Credit

View Module 2

Module 3: Power BI Desktop: DAX Formulas, Reporting, and Visualizations (DT03)

Power BI Desktop is the authoring tool for the Power BI ecosystem and an essential component of any data analytics implementation. This module introduces the application, covers DAX formulas, and demonstrates reporting and visualization capabilities. Power BI Desktop is a free application available for download.

1 CPE Credit

View Module 3

Module 4: Power BI.com: Empowering Collaborative Data Analytics in Your Organization (DT04)

A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization. This module demonstrates Power BI.com (also known as the Service) — the cloud-based platform that enables collaboration across the Power BI ecosystem.

1 CPE Credit

View Module 4

Want to pick and choose topics? Each of these 1-credit modules is also available for individual purchase. Note: Credly badges are only awarded to participants who complete all four modules within the 12-month access window.

Who Should Take This Course?

Leaders and managers driving data strategy

Leaders and managers driving data strategy

Controllers, CFOs, managing partners, and L&D managers who are evaluating or planning a data analytics rollout at their firm or organization. This course provides the strategic context to make those decisions effectively.

Organizations that haven't started with data yet

Organizations that haven’t started with data yet

Teams and companies that recognize the competitive importance of data analytics but haven’t yet taken steps to implement it. This course provides a clear, practical starting point — no prior data skills required.

Accounting and finance professionals expanding their skills

Accounting and finance professionals expanding their skills

Professionals who want to understand the Power BI ecosystem — from Excel Power Query and Power Pivot through Power BI Desktop and Power BI.com — and how these tools connect to build a data analytics capability.

Staff building foundational data knowledge

Staff building foundational data knowledge

Employees at any level who need a foundational overview of data analytics tools and concepts before taking on more advanced training. This series serves as the starting point for a broader data analytics learning path.

Data Analytics Implementation Certificate FAQs

What is included in each module?
Each of the four modules includes a one-hour on-demand webcast, a reference exam, a final exam, a slide deck PDF, and learning questions with a glossary. The material is designed to be both instructional and self-assessable — you can review at your own pace within your 12-month access window.

Do I need any prior data analytics experience?
No prerequisite is required. This program is designed as a starting point for organizations and individuals who are new to data analytics. The series begins with strategy and planning before progressing to the tools themselves.

What is the Credly badge and how do I earn it?
Upon completing all four modules within the 12-month access window, you will receive an official Surgent Data Analytics Credly badge — a shareable digital credential that can be displayed on LinkedIn, email signatures, and professional profiles to demonstrate your foundational data analytics knowledge.

How does this program relate to Surgent’s other Data Analytics certificates?
This four-module program is designed as an entry point — a strategic and conceptual overview of the Power BI ecosystem and data analytics implementation. For deeper, hands-on skill development, Surgent also offers the Core Data Analytics: Excel and Power BI Certificate (10 modules) and the Data Analytics with Power Query Certificate (12 modules).

Can I purchase individual modules instead of the full package?
Yes. Each of the four modules is available for individual purchase at 1 CPE credit each. However, the Credly badge is only awarded to participants who complete all four modules within the 12-month access window.

Are the modules NASBA-approved for CPE credit?
Yes. Surgent CPE is NASBA-registered and all modules in this program qualify for CPE credit. Completing the full program earns 4 CPE credits total — 1 per module.

Can I purchase this for a team or firm?
Yes. For firms or organizations looking to build data analytics awareness across a team, contact our enterprise team at surgentcpe.com/cpe-for-firms to discuss volume pricing and group options.

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