Using Excel to Clean Up Dirty Data – August 2022

Description

$120 (per person) includes an online webinar for 2 hours of CPE credit

The relationship of information systems controls to data reliability is direct. As data is migrated from older systems to new ones, data integrity and accuracy is a concern. The new systems controls may be top notch, but did all the data migrate correctly? Spreadsheet applications, like Microsoft Excel, are powerful partners for preparing supporting data for audits, including these. They are also fraught with pitfalls that can lead to unintended errors and omissions. And the more you copy and paste from here to there, the more issues can arise.

In this session, you will learn how to reliably prepare the data you get for analysis, connect disparately sourced data with accuracy and feel confident that you are presenting the right stuff.

You will receive both an instructional workbook with steps you’ll see shown, plus sample data to practice new skills.

Learning objectives include:

• Determine how to setting up your data to use the most powerful tools in Excel
• Identify 3 different techniques for separating combined cells to ensure you can take advantage of optimal granularity in data items
• Define 4 techniques to ensure that duplicate data is not throwing off your reporting
• Select appropriate troubleshooting techniques for connecting formulas like VLookUp and XLookUp
• Find out how to use PowerQuery so that you NEVER use a look-up formula ever again!
• Identify how to perform the hard work in one pop by taking advantage of data connections

Program Level: Basic
Field of Study: Auditing (Governmental)
Who Should Attend: Auditors
Prerequisites: none
Instructional Method: Webinar (Group Internet Based)
Advanced Preparation Required: Participants should have Excel for Microsoft 365, Excel 2021, Excel 2019, or Excel 2016 installed on their computer prior to attending this workshop.
CPE Credit Hours: 2
Date: Thursday, August 4, 2022
Time: 9:00 a.m. – 11:00 a.m. Central

Using Excel to Clean Up Dirty Data Webinar Leader:

Melissa Esquibel

While it’s true that if you don’t know where you’re headed, it doesn’t matter how you get there; not asking in the first place is the sure road to disaster when it comes to significant technology infrastructure changes. Ask any business unit executive who can’t do today what she did yesterday but keeps being told that the organization is now “in a better place,” technologically speaking.

Melissa Esquibel was in the thick of early business technology innovation when hardware and systems were kept in a virtual black box, and IT gatekeepers doled out functionality within a rigid systems architecture. Now, in the present, where end-users know how to access the power of technology independently and according to the agile timelines they need, this push and pull has created quite a mess in many organizations.

With her unique experience as the conduit between the gatekeepers and the gate stormers, she offers her unique perspective as “bridge builder” to you. Her sense of humor and common sense approach will engage your team and produce results you can take to the bank in real world time savings and effective use of your organization’s resources. She brings out the best in people, coaxing out meaningful collaboration and impactful solutions.