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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T044637Z
CREATED:20260612T224017Z
LAST-MODIFIED:20260613T044637Z
UID:10006339-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE154/27) Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
DESCRIPTION:Event Description\nThis is a comprehensive\, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather\, organize\, and structure data\, apply calculations to derive key metrics\, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application\, providing participants with guidance on Excel’s advanced tools and functions. By mastering workflows and best practices\, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally\, participants will explore methods to validate and share their work\, ensuring that reports are accurate\, insightful\, and easily communicated across teams. Whether you are tasked with preparing financial summaries\, tracking performance metrics\, or generating operational insights\, this course will equip you with the tools to maximize Excel’s potential\, saving time and improving the quality of your outputs. \nDesigned For\nAny Excel user that wants to maximize Excel’s potential to build reports\, saving time and improving the quality of your outputs \nObjectives\n\nApply Excel workflows to build efficient and accurate data reports\n Analyze data sets to calculate key performance metrics and insights\n Use Excel formatting tools to structure reports for clarity and professional presentation\n \n \n \n\nMajor Subjects\nThe steps for creating professional and functional;    Best practices for compiling and cleaning data for accurate analysis    Applying formulas and functions to calculate meaningful insights    Strategies for using formatting tools to create;    Data accuracy verification and potential error troubleshooting    Methods for distributing reports effectively within your organization \nInstructions\nDownload the handout and practice material prior to course
URL:https://sc.cpa/event/sste154-27-surgents-excel-for-staff-level-3-build-reports-and-analyze-data/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T044145Z
CREATED:20260612T224113Z
LAST-MODIFIED:20260613T044145Z
UID:10006354-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE128/27) Surgent's Leverage PowerBI.com to Create Data Analysis for Others
DESCRIPTION:Event Description\nUnlock the full potential of data analytics with this specialized course. This two-hour intensive course is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you’re a data analyst\, business intelligence professional\, or someone keen on mastering data visualization and report creation\, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com\, starting with a comprehensive tour of its interface and core concepts. You’ll gain experience in connecting to diverse data sources\, creating stunning visualizations\, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com\, allowing you to explore data with natural language queries. By mastering the art of sharing data sets\, reports\, and dashboards\, and creating comprehensive apps\, you’ll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike. Through this course\, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate data sets\, reports\, and dashboards\, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape\, offering not just theoretical knowledge but real-world applications. Upon completion\, participants will not only have a thorough understanding of PowerBI.com but will also have the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skill set and make data-driven decisions with ease. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone interested in learning how to use Microsoft Power BI to share data analysis \nObjectives\n\nIdentify the key components and functionalities of the PowerBI.com interface\, enabling efficient navigation and utilization for data analysis tasks\n Recognize the capabilities of the Q&A feature in PowerBI.com so you can leverage it for generating quick insights from data using natural language queries\n Select the appropriate data sharing and collaboration methods within PowerBI.com for your situation\n\nMajor Subjects\nAn in-depth walkthrough of the PowerBI.com environment\, focusing on user interface elements\, navigation\, and customization    Fundamental concepts of PowerBI.com\, including its architecture\, data handling capabilities\, and integration features    Techniques for connecting various data sources to PowerBI.com\, ensuring seamless data integration and synchronization    Creating impactful visualizations and assembling informative dashboards to present data compellingly    The interactive Q&A feature to derive insights through natural language queries    Best practices for sharing data sets\, reports\, and dashboards with different audiences so they can leverage your data analysis work    How to package reports and dashboards into apps for easy distribution and consumption \nInstructions\nNone
URL:https://sc.cpa/event/sste128-27-surgents-leverage-powerbi-com-to-create-data-analysis-for-others/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045012Z
CREATED:20260612T224218Z
LAST-MODIFIED:20260613T045012Z
UID:10006387-1814356800-1814356800@sc.cpa
SUMMARY:(SSET137/27) Surgent's Build a Data Model for Analysis in Power BI
DESCRIPTION:Event Description\nThis intensive 4-hour course offers a deep dive into data modeling in Power BI\, with a focus on Microsoft Excel’s Power Pivot that is applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills\, the course covers the essential aspects of building robust\, efficient data models. Participants will learn how to integrate different data sources\, create meaningful relationships\, and develop insightful metrics to drive business decisions. Participants will also explore various aspects of data modeling\, such as establishing relationships\, creating calculated columns\, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex data sets. Attendees will be introduced to advanced concepts\, such as the strategic use of calculated columns versus measures and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and key performance indicators (KPIs)\, which are essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable\, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created\, ensuring they are robust and reliable for real-world application. This is an essential course for professionals aiming to leverage the full potential of Power BI’s data model. Whether you’re looking to streamline your data analysis process\, enhance your reporting capabilities\, or drive insightful business decisions\, this course will equip you with the necessary skills and knowledge. \nDesigned For\nAnyone interested in mastering data modeling techniques using Microsoft Power BI \nObjectives\n\nApply fundamental principles of data modeling in Power BI to integrate various data sources effectively\n Determine the most appropriate scenarios for using calculated columns versus measures in Power BI data analysis\n Choose and implement the correct type of DAX measures (explicit or implicit) for specific data modeling needs\n Use pivot tables in Power BI to validate and refine data measures\, ensuring accuracy and reliability in reporting\n\nMajor Subjects\nThe core concepts of data modeling in Power BI\, including integration of various data sources    Techniques to establish and manage relationships between different data sets    Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures    When to use calculated columns and when to opt for measures    The difference between and appropriate applications of explicit and implicit measures in data analysis    Creating and utilizing hierarchies to enhance data analysis and reporting    Practical skills in using pivot tables within Power BI to validate and refine measures \nInstructions\nDownload the handout and practice material prior to the course
URL:https://sc.cpa/event/sset137-27-surgents-build-a-data-model-for-analysis-in-power-bi/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045824Z
CREATED:20260612T224706Z
LAST-MODIFIED:20260613T045824Z
UID:10006438-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE155/27) Surgent's Smart Formula Selection in Excel: What to Use When
DESCRIPTION:Event Description\nExcel gives you multiple ways to solve the same problem\, but which formula is the right one? This course teaches a decision-based approach to function selection\, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons\, you’ll learn when IFS or SWITCH is cleaner than nested IFs\, how SUMPRODUCT can help with complex summarizing data\, how to use LET in place of defined names\, and much more. This course is ideal for professionals who want to make smarter\, faster formula choices that are easier to maintain and audit. \nDesigned For\nAll Excel users looking to elevate their formula skills with strategic guidance \nObjectives\n\nCompare Excel functions that solve similar problems and select the most effective one for the task\n Apply structured decision-making when building formulas to improve clarity and scalability\n Distinguish when modern functions offer better solutions than legacy\n \n \n \n\nMajor Subjects\nIntroduction to strategic formula use;    Conditional logic and branching tools    Summarizing data    Filtering and output control    Custom output and decision trees    Embedded variables and reusability    Best practices for formula selection \nInstructions\nDownload the handout and practice material prior to course
URL:https://sc.cpa/event/sste155-27-surgents-smart-formula-selection-in-excel-what-to-use-when/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T045828Z
CREATED:20260612T224710Z
LAST-MODIFIED:20260613T045828Z
UID:10006441-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE149/27) Surgent's Improve Design and Productivity with Excel Tables
DESCRIPTION:Event Description\nExcel tables are a fundamental feature that streamlines data organization\, analysis\, and visualization in Excel. Throughout this course\, you will discover how to transform raw data into elegant\, efficient\, and visually appealing tables. By harnessing the full potential of Excel tables\, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Unlock the full potential of Excel tables to revolutionize the way you manage\, analyze\, and present data\, leading to improved efficiency and better decision-making in your personal and professional endeavors. \nDesigned For\nAny Excel user who wants to learn features within Excel to create better spreadsheets in a shorter amount of time \nObjectives\n\nUse Excel tables in most spreadsheets\n Apply features of Excel tables to create more accurate spreadsheets\n Identify ways to improve spreadsheet productivity by using Excel tables\n\nMajor Subjects\nWhat are Excel tables are and why are they important?    How to create Excel Tables from scratch    The art of sorting and filtering data within Excel tables to quickly identify patterns\, trends\, and outliers    How Excel tables use structured reference formulas to create accurate calculations    How Excel tables increase spreadsheet creation productivity \nInstructions\nNone
URL:https://sc.cpa/event/sste149-27-surgents-improve-design-and-productivity-with-excel-tables/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T043106Z
CREATED:20260612T225615Z
LAST-MODIFIED:20260613T043106Z
UID:10006461-1814356800-1814356800@sc.cpa
SUMMARY:(SSET141/27) Surgent's Create Paginated Reports with Power BI Report Builder
DESCRIPTION:Event Description\nElevate your data reporting skills to new heights with this cutting-edge course. This two-hour\, expertly crafted training is designed to transform the way you visualize and present data\, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling\, print-ready reports\, this course is a game changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You’ll learn how to navigate the Power BI Report Builder interface with ease\, design intricate report layouts\, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills\, from creating eye-catching visualizations to utilizing advanced features like subreports and drill-through capabilities. By the end of this session\, you’ll be adept at publishing and sharing professional-grade\, paginated reports that can inform and persuade your audience. \nDesigned For\nData analysts\, business intelligence professionals\, and anyone interested in developing paginated reports using Power BI Report Builder \nObjectives\n\nIdentify the comprehensive functionalities of Power BI Report Builder necessary for designing advanced paginated reports\n Recall the steps for publishing and sharing paginated reports created in Power BI Report Builder\n Distinguish between the different report design choices to enhance the overall readability and user engagement in Power BI Report Builder\n\nMajor Subjects\nOverview of Power BI Report Builder\, its interface\, and integration with the Power BI ecosystem    Techniques for setting up professional layouts\, including headers\, footers\, and managing pagination    Connecting to various data sources and preparing data for reporting    Utilizing Power BI’s visualization tools for impactful data presentation    Subreports\, drill-through capabilities\, and dynamic expressions    Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders \nInstructions\nNone
URL:https://sc.cpa/event/sset141-27-surgents-create-paginated-reports-with-power-bi-report-builder/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T043236Z
CREATED:20260612T225710Z
LAST-MODIFIED:20260613T043236Z
UID:10006478-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE146/27) Surgent's Excel for Staff Level 1 - What You Never Learned
DESCRIPTION:Event Description\nMost staff accountants learned Excel in college and many others learned Excel on their own; however\, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. \nDesigned For\nAny Excel user that wants to learn the “real” basics of Excel that will increase their productivity \nObjectives\n\nIdentify all the ways you can select cells and ranges\n Recall ways to leverage custom number formats\n Recognize the importance of proper worksheet structure\n\nMajor Subjects\nNavigating around worksheets    Selecting cells and ranges    How to use custom number formatting    How to leverage Views    How to build better formulas with referenced variables and defined names    How to quickly format cells with Cell Styles    Proper worksheet structure \nInstructions\nNone
URL:https://sc.cpa/event/sste146-27-surgents-excel-for-staff-level-1-what-you-never-learned/
CATEGORIES:Self-Study Video
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270630T120000
DTEND;TZID=America/Detroit:20270630T120000
DTSTAMP:20260613T043754Z
CREATED:20260612T230021Z
LAST-MODIFIED:20260613T043754Z
UID:10006497-1814356800-1814356800@sc.cpa
SUMMARY:(SSTE150/27) Surgent's Mastering the Excel Lookup Functions
DESCRIPTION:Event Description\nIn today’s data-driven world\, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel\, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel’s lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course\, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you’re a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel’s full potential\, this course is tailored to meet your learning needs. \nDesigned For\nAny Excel user that wants to learn how to use the LOOKUP functions \nObjectives\n\nIdentify which lookup function works for your needs\n Distinguish between the many lookup functions\n Recall how to effectively utilize Excel’s lookup functions\n\nMajor Subjects\nA review of the various lookup functions\, beyond VLOOKUP    Which lookup works best for your situation?    How to apply the many lookup functions    Advanced lookup techniques like nested lookups\, approximate matching\, and handling errors effectively    An in-depth review of the following functions: VLOOKUP/HLOOKUP\, XLOOKUP\, MATCH / INDEX\, XMATCH\, INDIRECT\, FILTER\, SORT/SORTBY\, UNIQUE    An overview of some newer functions \nInstructions\nNone
URL:https://sc.cpa/event/sste150-27-surgents-mastering-the-excel-lookup-functions/
CATEGORIES:Self-Study Video
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