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ACCT 311 Data Analysis for Accountants
Fall 2026 Workspace

ACCT 311 Data Analysis for Accountants

Build practical accounting analytics skills through interactive Excel, Power Query, Power BI, Alteryx, statistics, modeling, and applied case work.

Introduction
Multi-Part

0. Setup

Course overview, syllabus expectations, and environment architecture.

Excel

1. Fundamentals

Foundational spreadsheet structuring, navigation, and core syntax.

Launch Module
Conditional logic and formulas

2. Conditionals

Advanced Conditional Statements, IF logic, and error handling architecture.

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Lookup

3. Lookup Models

Advanced relational search utilizing XLOOKUP and INDEX-MATCH.

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Pivot

4. Pivot Aggregation

Summarizing and manipulating large complex data structures.

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Stat

5.1 Statistics

Statistical concepts, regression analysis, and interpretation for accounting data.

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Descriptive

5.2 Excel Practice with Statistical Functions

Practice statistical analysis in Excel using histograms, box plots, and linear regression.

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What If

5.3 Forecasting

Optimization modeling utilizing Solver and Scenario mapping techniques.

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Power Query
Multi-Part

6. Power Query

Automated ETL pipelines, data cleaning, and systematic transformations.

Power BI
Multi-Part

7. Power BI

Interactive dashboard infrastructure, table relationships, and DAX coding.

Alteryx
Multi-Part

8. Alteryx

Designing reliable, scalable workflow logic and process automation.

Artificial intelligence and data analysis
AI

9. AI for Accounting Analysis

Use the RCCO prompting framework to structure AI-assisted analysis, evaluate AI decisions, and communicate useful outputs.

Launch Module

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