Self-Study Video
(SSTE105/25) Surgent’s Data Analytics Readiness Series: Data Preparation Using Get and Transform
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 the same data as the instructor, users will perform an exercise to clean...
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Self-Study Video
(SSTE107/25) Surgent’s Data Analytics Readiness Series: Excel Tables
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...
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Self-Study Video
(SSTE113/25) Surgent’s Data Analytics: Planning and Implementation Strategies
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 become necessary in the next few years, and your employees will need them to perform...
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Self-Study Video
(SSTE118/25) Surgent’s Opportunities in the Metaverse for Accounting and Other Professionals
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 shopping to entertainment and business transactions. Why wouldn't accounting firms and other professionals want to get in...
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Self-Study Video
(SSTE127/25) Surgent’s Power Query Series: Adding Columns for Data Enrichment
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 enables the Excel user to connect to data sets they previously did not have access...
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Self-Study Video
(SSTE124/25) Surgent’s Power Query Series: Making a Connection
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 Excel user to connect to data sets they previously did not have access to. It...
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(SSAA283/25) Surgent’s Technology Trends and Hot Topics Impacting the Accounting Profession
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 solutions, our clients' technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of...
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Self-Study Video
(SSTE123/25) Surgent’s Power Query Series: Introduction and First Connection
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 data. This tool has a user-friendly interface that enables the Excel user to...
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Self-Study Video
(SSTE125/25) Surgent’s Power Query Series: Editor – The User Interface of Power Query
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 user-friendly interface that enables the Excel user to connect to data sets they previously...
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Self-Study Video
(SSTE111/25) Surgent’s Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas
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 intersections and measures within the formulas will be developed. Users will apply the understanding to data...
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