Surgent's Data Analytics Readiness Series: Data Modeling On-Demand Webcast

Course Details





Field of Study


CPE Credit

1 hour CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Intermediate knowledge of Excel


This one-hour course will focus primarily on Power Query, Power Pivot, and VLOOKUP skills. Users will learn how to join tables using various techniques and add-ons in Excel. Users will understand how to utilize the tools while maintaining data integrity. The majority of the course will focus on hands-on data exercises. Users will apply skills to create relationships and analyze the data using Power Query.

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.


  • How to join tables using
    • Power Query- append queries and merge queries
    • Power Pivot- Creating a relationship via diagram view
  • Types of relationships
  • Data integrity
  • Normalization
  • Facts vs dimension tables
  • Exercises- data modeling
    • VLOOKUP and index match formula
    • Appending data in Power Query
    • Merging data in Power Query
    • Connection only queries
    • Creating a relationship in Power Pivot


  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand types of data relationships that exist within the data (e.g., linear, normal, etc.)
  • Apply VLOOKUP and index match formulas in Excel
  • Append and merge multiple data sets into one
  • Create relationships in Power Pivot

Designed For

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

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

View All Professional Development Courses