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Database Basics for Financial Professionals - Part 1
Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database.
As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
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By CPE Today
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Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database.
As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.