myCPE

Excel- Power Query - No Code Automation Every User Needs to Know About - Part 2 1 Credit

Mar 14, 2024, 11:30 AM ET

Excel- Power Query - No Code Automation Every User Needs to Know About - Part 2 1 Credit

Calculations Without Formula, Append & Merge Queries, and the Unsung Hero of the Query Editor

  • Rating

    4.6

  • Reviewed on

    February, 2024

  • Subject Area

    Computer Software and Applications

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Mar 14, 2024, 11:30 AM ET

Learning Objective

  • To analyze how to create additional columns without complex formulas.
  • To evaluate how to combine, merge, and unpivot unusable data to make it report-ready.
  • To discuss the advanced features of the Power Query Editor.

Course Overview

This is a follow-on CPE webinar to " Excel - Power Query – No Code Automation Every User Needs – Part 1" and covers the key advanced features of Excel’s Query Editor, designed to help you transform imported data quickly and without having to learn to code.

Power Query / Get and Transform can save you a ton of time when working with imported data. In many cases when you get data from external sources, it needs work on it before it can be used.  Although this can be done using Excel functionality, Power Query / Get and Transform is a lot faster and is repeatable with a couple of clicks.

This CPE/CPD course is aimed at users of Excel who wish to learn about the advanced features of the Power Query Editor.

Key topics discussed in this CPE webinar:

  • Calculations without formulas – the power of The Query Editor Ribbon
  • Combining data using Append & Merge Queries (and the difference between them)
  • Convert a single text string into multiple rows
  • Unpivot – the hidden gem and unsung hero of The Query Editor

Attendees should already have a good understanding of how to import data and create simple Queries.

If you want to learn more about Excel then you should subscribe to our latest  Excel webinars, we also offer an Excel Specialist-Certified Course.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01348-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01348-22-O) 1 CE Approved
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Mike Thomas

Mike Thomas

Owner, The Excel Trainer

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In a career spanning 30+ years, Mike Thomas, a UK-based IT Trainer, has delivered thousands of courses and produced hundreds of written and video-based tutorials. 

He is a subject matter expert in a range of technologies, his primary focus and passion being Microsoft Office (especially Excel) on both the Windows and Mac platforms and Power BI. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for many global and UK-based companies and organizations across a diverse range of industries including healthcare, pharmaceutical and public sector.

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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DM

Dennis Mcdowell, CPA (US)

5

This will be a useful tool that I can apply in my job. The author was comprehensive and concise in his instruction.

MM

Michael Mankowski, CPA (US)

5

Nicely paced, not overwhelming. Wish we had follow along XLS

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