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Theexceltrainer

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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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Exceltrainer powerquerypart1

EXCEL AS A BUSINESS INTELLIGENCE TOOL: POWER QUERY PART 1

Cost Free   CPE Credits 1.5 hours   Subject Area Computer Software and Applications  Course Level Intermediate  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Other 
Series: Excel 
Course Description

Do you import data into Excel from other sources (such as CSV files, text files, web pages, databases or SharePoint)? Does the data that you import need to be "cleaned" before it can be used? (cleaning refers to things like removing duplicate rows, removing blank rows, removing unnecessary columns, converting case, changing date formats and more). Do you spend more time than necessary performing data cleaning tasks? If the answer to any of these questions is yes, you need to learn how to use Power Query! If you work with, analyze and generate reports from large datasets, having a good understanding and working knowledge of Power Query is a must!

Learning Objectives:


  • Learn how to import data into Excel from text files, web pages and databases.

  • Learn how to avoid the "million-rows" limitation by connecting to external sources

  • Learn how to create Pivot Tables from external data sources

  • Understand how to use the Power Query Editor to create calculated columns in pivot tables and to clean and transform data


This training is aimed at users of Excel (2010, 2013 and 2016 for Windows) who wish to learn about Power Query.  Attendees should have at least intermediate knowledge of Excel and be familiar with formulas and creating Pivot tables.

IMPORTANT NOTE: Power Query is only available for Excel 2010, Excel 2013 and 2016 for Windows in Office Professional Plus, Office 365 Professional Plus or the standalone editions of Excel 2013 & 2016. If in doubt whether this training is relevant for your version of Excel, please check with your IT department.
 

Linkedin
Theexceltrainer

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac.
 
In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials.
 
He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
 
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.
 
In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
 

Handout Materials
Presentation Slides
Additional Materials
PowerQuery Handouts
Demo files
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Theexceltrainer
Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac.
 
In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials.
 
He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
 
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.
 
In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.