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An Accountant’s Detailed Guide to Databases, Integration, and Data Sharing

Course - An Accountant's Detailed Guide to Databases

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Major Topics

  • Overview of Databases, Integration and Data Sharing
  • Tables & Data Models
  • Getting Started with Databases & SQL
  • Using Power Query to Access and Learn from our Data

Learning Objectives

  1. Discuss how to use databases and data-related technologies inside an organization.
  2. Explain the central principles of databases, including data structure, keys/constraints, and cardinality.
  3. Demonstrate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS, DBeaver, etc.)
  4. List the major types of database technologies and their major use cases.
  5. Discuss and demonstrate how an Integration-Platform-as-a-Service (iPaaS) tool is used in conjunction with a database to push and pull data throughout an organization.

Course Description

Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows.

This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You’ll also discover how to integrate and share data between different applications. By the end of this course, you’ll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.

Compliance Information

Intended Audience

Financial professionals that want to learn how to work with databases and data more effectively

Advanced Preparation

Basic knowledge of databases and data models will be helpful.

Field of Study

Information Technology

Credits

2 Credits

Published Date

January 31, 2024

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows.

This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You’ll also discover how to integrate and share data between different applications. By the end of this course, you’ll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.

Course Details

  • Overview of Databases, Integration and Data Sharing
  • Tables & Data Models
  • Getting Started with Databases & SQL
  • Using Power Query to Access and Learn from our Data

  1. Discuss how to use databases and data-related technologies inside an organization.
  2. Explain the central principles of databases, including data structure, keys/constraints, and cardinality.
  3. Demonstrate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS, DBeaver, etc.)
  4. List the major types of database technologies and their major use cases.
  5. Discuss and demonstrate how an Integration-Platform-as-a-Service (iPaaS) tool is used in conjunction with a database to push and pull data throughout an organization.

Intended Audience — Financial professionals that want to learn how to work with databases and data more effectively

Advanced Preparation — Basic knowledge of databases and data models will be helpful.

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number

Published Date – January 31, 2024

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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