Surgent's Data Analytics Readiness Series: Excel Tables

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.

Highlights

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

Prerequisites

2+ years of experience working with 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
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