CPE Course Surgent's Data Analytics Readiness Series: Visualizations and Reporting On-Demand Webcast

Location Webinar

Member Price $39.00
Non-member Price $69.00

Curriculum Information Technology

Field of Interest

Level Intermediate

Designed For

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


  • 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


  • Visualization tools in Excel (camera, slicers, and timelines)
  • Data view- why it went away. Power BI is the visualization tool to use
  • All concepts learned in course are brought together in this last class to create a dashboard:
    • Power Query- to extract transform and load data for the dashboard
    • Power Pivot -to create the data model for the dashboard
    • DAX formulas- for pivot tables to calculate values needed for model
    • Pivot tables and charts- to create visualizations
    • Camera tool to create dashboard
  • Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing
    • Journal entry by month and income statement accounts
    • Descriptive statistics of journal entries
    • Number of journal entry by month
    • Journal entries by day of week
    • Round journal entries
  • Evaluate output of journal entry analytic
    • Other approaches
    • What are the false positives (noise)?
  • Next steps in data analytics journey



2+ years of experience working with Excel


Surgent McCoy CPE, LLC

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