Information Technology

Surgent’s Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing (SSTE106/25)

By |2024-08-22T22:55:17-04:00June 22nd, 2024||

This one-hour course will introduce users to table functions in Excel and Power BI. Users will demonstrate an ability to apply and utilize named ranges and naming conventions to data. Specific focus will be given to common formulas and functions wit...

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Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization (SSTE116/25)

By |2024-08-22T21:00:16-04:00June 22nd, 2024||

A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com,...

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Surgent’s Power Query Series: Data Transformations (SSTE126/25)

By |2024-08-22T16:58:20-04:00June 22nd, 2024||

This course teaches the user how to perform data transformations in Power Query, using a hands-on approach. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to...

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Surgent’s Power Query Series: Merge Queries (SSTE130/25)

By |2024-08-22T19:36:03-04:00June 21st, 2024||

A merge query combines two queries that have a common column or columns. This course discusses best practices for creating merge queries using Power Query (Excel version) and includes hands-on exercises to enable the user to demonstrate what they ha...

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Surgent’s Max the Tax: Metaverse (SSTE119/25)

By |2024-08-22T17:16:13-04:00June 21st, 2024||

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting ...

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Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence (SSTE102/25)

By |2024-08-22T22:50:18-04:00June 21st, 2024||

We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise...

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Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession (SSAA283/25)

By |2024-08-22T17:08:24-04:00June 21st, 2024||

Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software s...

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Surgent’s Data Analytics Readiness Series: Calculated Columns and Dimensions (SSTE110/25)

By |2024-08-22T18:51:15-04:00June 21st, 2024||

This one-hour course will focus on the use of Excel with Power BI and Power Query to organize and analyze data. Users will primarily work with calculated columns generated from existing data. They will walk through hands-on exercises to create calcul...

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Surgent’s Data Analytics Readiness Series: Visualizations and Reporting (SSTE103/25)

By |2024-08-22T21:09:15-04:00June 21st, 2024||

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 Ex...

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Surgent’s Power Query Series: Editor – The User Interface of Power Query (SSTE125/25)

By |2024-08-22T22:55:16-04:00June 21st, 2024||

This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a ...

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Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform (SSTE105/25)

By |2024-08-22T22:04:13-04:00June 21st, 2024||

In this one-hour course, users will learn to apply Power Query to extract, transform, and load data for analysis. Users will learn how to manipulate data once it is loaded into the platform and will practice the manipulation during the course. Using ...

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Surgent’s Power BI Desktop: DAX Formulas, Reporting, and Visualizations (SSTE115/25)

By |2024-08-23T00:53:10-04:00June 21st, 2024||

Power BI Desktop is the authoring tool for the Power BI Ecosystem and is an essential component of the Power BI ecosystem. Power BI Desktop is a free application that is available for download.This one-hour course will demonstrate the capabilities of...

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Surgent’s Artificial Intelligence for Accounting and Finance Professionals (SSTE100/25)

By |2024-08-22T19:38:44-04:00June 21st, 2024||

Accounting and finance professionals have used different forms of automation over the years to improve the efficiency and accuracy of their work. So far, technology has not been able to replace the knowledge, experience, and decision-making of seaso...

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Surgent’s Data Analytics Readiness Series: Excel Tables (SSTE107/25)

By |2024-08-22T19:47:08-04:00June 21st, 2024||

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 inpu...

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Surgent’s UiPath: Step into RPA (SSTE132/25)

By |2024-08-22T19:32:52-04:00June 21st, 2024||

Surgent has partnered with UiPath(TM), the world's leading robotic process automation (RPA) software company, to provide this CPE course that gives learners practical application in RPA. Participants in this course receive an engaging introduction to...

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Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals (SSTE118/25)

By |2024-08-23T01:01:15-04:00June 21st, 2024||

It is no secret that accounting firms, like many other organizations, have begun launching operations in the metaverse. For those unsure, the metaverse is a digital or virtual space where participants simulate a host of activities ranging from shoppi...

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Surgent’s Power Query Series: Formulas, M Language, and Error Handling (SSTE121/25)

By |2024-08-22T20:54:14-04:00June 21st, 2024||

Even for experienced Excel users, there is a learning curve to using formulas in Power Query (Excel version). This course presents the fundamentals of this concept. In addition, this webinar introduces users to the "M" language in Power Query, as wel...

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Surgent’s Data Analytics Readiness Series: PivotTables (SSTE108/25)

By |2024-08-23T01:04:10-04:00June 21st, 2024||

This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Use...

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Surgent’s Data Analytics Readiness Series: Data Extraction and Data Sources (SSTE104/25)

By |2024-08-23T01:03:14-04:00June 21st, 2024||

This one-hour course serves as the introductory module to data analytics. Users of the course will learn the basic terminology used in performing data analytic-based tasks or working with data analytics. An understanding of the sources of data and im...

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Surgent’s Power Query Series: Append Queries (SSTE129/25)

By |2024-08-23T01:03:12-04:00June 21st, 2024||

Append queries combine two or more queries into one output query that is a combination of the originals. This course discusses best practices for creating append queries using Power Query (Excel version) and includes hands-on exercises to enable th...

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Surgent’s Power Query Series: Making a Connection (SSTE124/25)

By |2024-08-23T01:02:16-04:00June 21st, 2024||

This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the E...

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Surgent’s Power Query Series: Adding Columns for Data Enrichment (SSTE127/25)

By |2024-08-22T18:58:23-04:00June 21st, 2024||

Using a variety of hands-on exercises, this course enables users to learn how to add columns using Power Query (Excel version). Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enabl...

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Surgent’s Data Analytics: Planning and Implementation Strategies (SSTE113/25)

By |2024-08-23T00:37:11-04:00June 21st, 2024||

As the rewards from data continue to grow, companies must recognize the value of data to remain competitive in the current digital economy. Companies that use data in their business processes are outperforming those that do not. Data skills will beco...

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Surgent’s Power Query Series: Introduction and First Connection (SSTE123/25)

By |2024-08-22T22:13:07-04:00June 21st, 2024||

This course is designed for the Excel user to begin their data analytics journey with an introduction to a product created for their skill set: Power Query, using the Excel version. Power Query is an "ETL" tool that extracts, transforms, and loads d...

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Surgent’s Power Query Series: More Transformations and Load Options (SSTE128/25)

By |2024-08-22T23:27:06-04:00June 21st, 2024||

Power Query (Excel version) offers a wide range of transformation options. This course uses hands-on exercises to explore the data transformation process, focusing on data cleaning and data enrichment. In addition, this course explains query loading...

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Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas (SSTE111/25)

By |2024-08-22T21:02:14-04:00June 21st, 2024||

This one-hour data analytics course will introduce formula arrays and DAX formulas to users in Power BI and Excel. Users will learn the skills to create and evaluate array formulas and DAX formulas. An understanding of implicit or explicit intersect...

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Surgent’s Data Security: Best Practices to Protect Your Business and Yourself (SSTE117/25)

By |2024-08-22T21:14:13-04:00June 21st, 2024||

Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes ...

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