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Power BI - Use Power Query to Transform Your Data

Friday, April 11
 2:00pm - 4:00pm

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2.00 Credits

Member Price $118.00

Non-Member Price $142.00

Overview

This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order.

Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data.

This webcast focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.

(bold) Explore the other webcasts in the 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools
Power BI - Prepare Your Data Efficiently for Excel Analysis
Power BI - Analyze Your Data With Excel Pivot Tables
Power BI - Create Excel Dashboards for Maximum Impact
Power BI - Go Beyond PivotTables with Power Pivot
Power BI - Use Advanced Calculations with DAX Formulas
Power BI - Use PBI Desktop to Create Reports and Dashboards
Power BI - Share Your Data Analysis using PowerBI.com

Objectives

  • Use Power Query to solve your data clean-up issues
  • Determine how Power Query allows you to get more data into Excel
  • Apply a one-click step to refresh your data

Highlights

Append files
Combine multiple files from a folder
Add custom columns
Unpivot a table
Create a lookup table from a table

Designed For

Anyone who uses or wants to use Excel for data analysis

Prerequisites

Attended the Prepare Your Data Efficiently for Excel Analysis course or equivalent

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

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Non-Member Price $142.00

Member Price $118.00