J.Schwartz, Controller, NYC
Go from Accounting to Analytics in 8 Hours.
Transaction Data Analytics
with Excel and SQL
Self-Paced, Online Course
Learn to turn raw transaction data…
into powerful analytics, in seconds.
What will this course do for you?
Learn how to turn data files or extracts from any transaction system into cool information. Automate the data extraction process using SQL queries. In this unique course you will learn by watching the instructor actually perform every operation step-by-step using transaction data from a real business. Learn to extract insights that lead to innovative plans and brilliant decisions. Create reports that impress and get you noticed.
Why learn to work with transaction level data?
While Accounting focuses on aggregating data, Analytics is all about getting more granular analysis. At the most detailed level of recording, data can reveal behavioral patterns that remain hidden in the typical Profit and Loss. Finance and Accounting professionals that can explain pro-forma results by exposing the true underlying drivers of performance will prosper in this decade of Data Science.
Specifically designed for finance pros who want to master the next level of analytics skills.
Go from Accounting to Analytics
Professionals with an accounting/finance background are best positioned to lead in the Era of Analytics. This course is for those who need to master the process of manipulating tables of business data to extract insights that lead to great business decision making. It is the only course available that uses real transactions data to teach advanced Excel techniques and the SQL query basics.
Profit from the Analytics Talent Gap
Storytelling with data has now surpassed every other form of business communication. From administrative assistants to Data Scientists, Excel is still, by far, the most popular platform for intelligence discovery and dissemination. This course is for those who need to master the process of manipulating tables of raw business data to extract insights that lead to great decisions. In the era of Big Data awareness, this is now the demanded skill set in every type of organization, both large and small.
Who is already taking this course?
Accountants and CPAs | Finance Managers | Analysts | Marketing Managers | Tax Professionals
Bookkeepers | Sales Managers | Accounting Managers | Operations Analysts
Sample Lesson: Array Functions – A Data Analyst’s Best Friend
8+ Hours of pre-recorded, on-demand video | Self-Paced | Downloadable Excel Templates
No Time Limit Lifetime Availability | No exams | Certificate of Completion
You will learn:
Excel Data Tables
Importing RAW Data
Format as Table
Table Column Sort
Excel Table Total Row
Multiple Criteria Table Filtering
Excel Table Cell Reference
Insert and Delete Table Rows and Columns
Naming Excel Tables
Filter Table Column
Data Cleaning & Transformation
JOIN and CONCATENATE
Intro to IF function
SUBSTITUTE and REPLACE functions
UPPER, LOWER, and PROPER text
LEFT and RIGHT functions
More Date Functions
Date and Time in Excel
More ROUND and CEILING
CEILING and FLOOR formulas
Pivot Table and Pivot Chart
A Simple Pivot Table
Introduction to Pivot Tables
GROUP Pivot Labels
Adding More Pivot Dimensions
Changing Pivot Chart Type
More Value Field Settings
Multi-Dimension Pivot Chart
Simple Pivot Chart
Pivot Table Formatting
Value Field Settings
Referencing a Pivot Table
Pivot Table Drill Down
Slicers with Pivot Charts
More Excel Chart Formatting
Formatting any Excel Chart
Pivot Table Report Filter
Minimum and Maximum function
Standard Deviation function
Nested and Criteria Functions
MAXIF Array function
QUARTILE IF Array function
STDEV IF Array function
STDEVIFS Array function
MINIF Array function
MINIFS and MAXIFS Array functions
QUARTILEIFS Array function
Non-exact criteria filters
Simple PMS Schema
UI and Database
MS Query of Excel files
MS Query Table View
MS Query Wizard
What is SQL?
Types of SQL
Mark Grossman, Director of Revenue
Master the most demanded skills in the Analytics era.
Understand Data Tables – Relational Data – Creating Data Tables – Manipulating Data Tables – Referencing – The IF function
Transforming Raw Data – Error Functions – Text Functions – Join and Logic Functions – Date Functions Rounding Functions
Bringing Raw Data into Excel – Working across Excel files – Get live data from a database – Get data from the web – Get data from an Excel file – Automating data retrieval
Visual Analytics – Table Multisort – OLAP – Creating Pivot Tables – Pivot Table Calculations – Pivot Charts
Great Spreadsheet Design – Data Validation – Conditional Formatting – Macros Security – Spreadsheet Design
Granular Analysis of Data – Criteria Functions – Nested Functions – Lookup Functions – Array Formulas – Creating Advanced Formulas
Nicolas Heeger, Analyst
Why You Need This Course?
- Learn to extract data, understand it, process it, visualize it.
- Learn how to create Real-time reports from any transaction system.
- Build your own models.
- Learn how to apply Excel’s statistical tools to any data set.
- Acquire the ability to summarize large data sets using SQL techniques.
- Understand the data structure behind transaction database systems.
Learn From A Seasoned Data Analyst
Robert Hernandez is an expert in the field of Mathematical Pricing and Analytics. He has spent his entire career building data-driven forecasting and optimization models for companies in over 20 different industries, from tech to tourism. Robert possesses a very unique skill set including cross-disciplinary experience, advanced mathematical and analytics skills, data transformation, industry-specific knowledge and business-process improvement expertise. Robert began his career at the Walt Disney Company in Revenue Planning.