Excel for Accountants: Using Excel to Cleanse and Prepare Data Webinar

Jun 3
1:00 - 3:00 p.m.

Online

2-Other
CPE Credits

Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! The Get & Transform tools built-in to Excel 2016 for Windows, formerly available as the Power Query add-in, are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. In this session, we’ll use Get & Transform queries to help with several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work.
Highlights
  • Recall the steps to create a new query
  • Identify commands that transform data
  • State the process to return the transformed data to Excel

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. EXPD-2019-01-WEBNR-154-01

Level: Intermediate

Prerequisites: Experience working with Excel

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Jeff Lenning

California Society of CPAs