Integration and Sharing Data for Financial Professionals
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
The number of apps, services, platforms, etc. that we use is increasing every year. The amount of data we are collecting and processing is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization. This course will discuss the various ways of sharing data easily between different applications, platforms, and services. It will look at various tools (e.g. IFTTT, Flow, Zapier), desktop application functionalities (e.g. Power Query), and programming techniques (e.g. VBA, M, etc.) to manage this process. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee will gain familiarity with these different tools, their strengths, and weakness and how they could be used in their organizations.
Publication Date: December 2024
Topics Covered
- Overview of Databases, Integration and Data Sharing
- Tables & Data Models
- Getting Started with Databases
- Structured Query Language (SQL)
- Application Programming Interfaces
- Power Query
- Using Power BI to Access and Learn From Our Data
- Using IPASS for Integration and Automation
- IPAAS Tools
Learning Objectives
- Identify where their organization keeps its data and how to access that data. A detailed look at the role that databases, APIs, webhooks play in data sharing
- Identify major opportunities and business cases where data sharing and integration would be efficient, effective, and useful for an organization
- List the various tools, services, and programs which can be used to manage that data and share it with other systems
- Identify a detailed and deep look at the major reporting, desktop, and cloud tools which can be used for reporting or data sharing both personally and for organization data
- Identify the cost and benefits of the various data sharing techniques and approaches to an organization
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Information Technology (2 hours)
Program Prerequisites
None
Advance Preparation
None
