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

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

    4.5
  • Reviewed on

    February, 2024
  • Subject Area

    Computer Software and Applications

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
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Mar 14, 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.

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

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

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Mike Thomas
Mike Thomas

Owner, The Excel Trainer

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  • rating
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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.

On Demand FAQs

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.

Ratings and Review

4.5

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DM

Dennis Mcdowell, CPA (US)

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)

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

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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