Objective
- Understand the applicable Excel skills that will be required in making the transition to data analyst
- Understand evaluation context — row and filter context
- Understand the requirements to create calculated columns and apply that understanding to data
- Create a dimension table in Power Query
- Create hierarchies in Excel with calculated columns
- Apply calculated column skills to datasets related to journal entry testing
Highlights
- Where can you create a calculated column?
- Understanding evaluation context- row and filter context
- When does evaluation of the formula occur (before, as, or after the data is loaded?)
- Understanding storage requirements of calculated columns
- Understanding the analytical data model of the Star Schema
- Dimensions
- Facts
- Exercises- calculated columns
- Adding a calculated column in a table in Excel
- Creating a dimension table in Power Query
- Creating a hierarchy in Excel with calculated columns
- Adding a calculated column in Power Query
- JE testing with calculated columns
- Other test- opening balances
Designed For
Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulasPrerequisite
2+ years of experience working with ExcelAdvanced Preparation
Install Power Pivot and Data Analysis ToolPak