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27
May
2025

SQL for Finance Professionals

Speaker: Professional Training
Location: Online

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

The course is aimed at professionals at all levels who are required to analyse and interpret data as part of their role.

Course overview

  • Database principles, cloud based Databases
  • Using Excel Power Query to connect to a database
  • Data Selection Queries - Using SQL Select Clause
  • Using Filter criteria - Using SQL Where Clause
  • Grouping Data and Filtering
  • Joining Tables, understanding relationships
  • The Use of Keys in Joining tables together
  • Excel PowerPivot for Data analysis
  • Azure SQL Databases - refreshing data model from the Cloud
  • Using Excel Data Visuals to represent the Data Model

Key learning outcomes

By the end of this course, participants will be able to:

  • Define the role of data in your organization, the different type of data formats, where the data is stored and how to retrieve it.
  • Recognise the role that different software systems have in an organization and how data can be collected and integrated together to provide an overall picture of the organization
  • Formulate the steps required to transform original data into the format that is required for a detailed report and record the steps appropriate to reproducing the report required when new data is available in the next period
  • Understand the use of SQL Querying to return data that is relevant to the business
  • Be familiar with the concept of Data Modelling in Excel and how models are refreshed

All participants should please note the following

  • Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
  • Microsoft Office version. We use Microsoft Office 365 Professional. If you are using an older version please be aware that you might not be able to do some of the exercises that are using the latest features.
  • Windows 10/11. We prepare the files and deliver the course using Windows 10/11. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

By registering for this course you have accepted the terms and conditions

Member Cost: €395.00 

Non member Cost: €493.75 

Places Available: 3