Course materials
Class 1: Introduction to the Analytics Mindset and Skillset
Materials
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Class 01 Slides
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Class 2: Introduction to the Extract, Transform and Load (ETL) Process
Materials
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Analytics mindset case studies ETL Overview
Background reading to support the ETL module.
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Class 02 Slides
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Class 3: The ETL process: Extraction from APIs
Materials
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EDGAR Explorer Inline XBRL
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EDGAR Explorer Submissions API
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EDGAR Explorer Company Facts
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Slides for Class 03
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Class 4: The ETL process: Relational Databases
Materials
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EYARC Joins Case
A popular Joins Case from EYARC, this version references Alteryx, but we will use PowerBI and SQL in this version.
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Class 04 Slides
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Class 5: The ETL Process: Introduction to Transforming data
Materials
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Class 05 Slides
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Class 6: The ETL Process: Advanced Data Transformations
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Analytics mindset case studies OhCanada2
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Analytics mindset case studies OhCanada3
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Analytics mindset case studies OhCanada4
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Class 06 Slides
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Class 7: The ETL Process: Regular Expressions
Materials
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Class 07 Slides
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Class 9: Financial Screening and Signal Construction
Materials
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Class 09 Slides
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Screening Overview Handout
An Overview of Potential Data for Use in Screening
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Screening Template
Screening Template (Team Submission)
Open document: Screening Template
Class 10: Analytical Workflows with Alteryx
Materials
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General Ledger Clean Up
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International Group Taxes Overview
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Suspect Vendors Overview
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Organizing Financial Report Data Overview
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PO Splitting Overview
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Class 10 Slides
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