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
This course is ideal for finance professionals who work with data and want to enhance their analytical skills using SQL. It is designed for accountants, financial analysts, investment professionals, and finance managers who need to extract, analyse, and visualise financial data efficiently. No prior SQL experience is required, but basic Excel knowledge is recommended. Participants will gain practical SQL skills to streamline reporting, improve data accuracy, and make data-driven financial decisions.
Course Overview
- Introduction to SQL in Finance – Understanding SQL's
role in financial data analysis.
- Connecting Excel to Cloud Databases – Using Power
Query for seamless data access.
- Basic SQL Queries – Retrieving financial data with
SELECT statements.
- Filtering Data – Applying the WHERE clause for
precise data extraction.
- Aggregating Financial Data – Using GROUP BY and
HAVING clauses.
- Joining Financial Tables – Performing JOIN operations
for data integration.
- Data Modelling in Excel – Creating dynamic models
with SQL query results.
- Updating and Refreshing Data – Keeping reports
current with live data.
- Financial Data Visualisation – Creating charts and
graphs in Excel.
- Hands-on SQL Exercises – Practical applications with real-world examples.
Key Learning Outcomes
By the end of this course, participants will be able to:
- Understand the role of SQL in financial data analysis
and decision-making.
- Learn how to connect Excel to cloud-based databases
for efficient data retrieval.
- Master basic SQL queries to extract, filter, and
manipulate financial data.
- Apply GROUP BY and HAVING clauses to aggregate
financial information.
- Use JOIN operations to combine financial data from
multiple tables.
- Understand primary and foreign keys in financial
datasets for data integrity.
- Develop skills to create dynamic financial models
using SQL and Excel PowerPivot.
- Learn to refresh and update data models with live
database connections.
- Utilise visualisation tools in Excel to represent
financial data insights.
- Gain hands-on experience with real-world data queries and reporting.
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 trainer's PC on one monitor and the application that is the
subject of the training on the other. If you only have a single screen, please
inform the trainer before the test session so they can assist you in
optimizing your setup.
- 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 use 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 another platform, please be aware that there can sometimes be incompatibilities and certain features may not be available in 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.
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.
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