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Power BI - Use Power Query to Transform Your Data Webinar

CPE

When
Oct. 15
12:00 - 2:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOPBI205W2
Level
Intermediate
Prerequisites
Attended the Prepare Your Data Efficiently for Excel Analysis course or equivalent

Description

* This course is #5 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see 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 class 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 session is presented using Excel 2019. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this class include:

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

This course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order.



Speaker(s)

Bryan L. Smith, CPA.CITP, CISA

Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability.

Professional Experience and Credentials

  • Past Chair, MACPA Information Technology Task Force
  • Master of Science in Information Assurance
  • Past Member, AICPA CITP Credential Committee
  • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
  • Past Chair, MACPA Leadership Task Force
  • Regional Director in charge of mid-market technology services for top 10 accounting firm
  • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
  • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
  • Certified Information System Auditor (CISA)
  • Member of the Information System Audit and Control Association
  • Extensive experience in leading world class organizations through mission critical IT systems deployment

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