Introduction to Power Query in Excel 4 Credits
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Tired of Wrestling with Messy Data in Excel? Master Power Query for Effortless Data Wrangling. Power Query is a function that comes pre-installed in Excel 2016 and beyond and that Excel 2010 and 2013 users can add for free.
Excel's built-in Power Query tool makes it easy to extract, combine, and transform data for analysis. In this comprehensive webinar, Excel expert David H. Ringstrom guides you through beginner and advanced Power Query techniques so you can stop wasting time fighting messy data.
This online course will help you get started with this feature that enables you to create set-and-forget data extractions and reports. It leads off with creating a list of worksheets in any Excel workbook. You'll then see how to extract text from cells that even worksheet functions can't handle. You'll see how Power Query can wrestle even the most convoluted accounting report exports into an analysis-ready format. You'll also see how to unpivot any report that has separate columns by account, class, or other measures into a list that is far better suited to data analysis.
After that, David will take you deeper into the possibilities of Power Query. He will help you to extract data from text files and then present the results in a PivotTable format. You'll also see how to relate multiple data sources together by merging files and lists. If time allows additional topics include linking to profit and loss reports and separating SEDOLS from amidst a column of text.
Major topics covered in this CPE course on Excel:
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 4 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4 CPD | Eligible |
| Chartered Accountant - ICAEW | 4 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4 CPD | Eligible |
| Chartered Accountants - Scotland | 4 CPD | Eligible |
| CPA - Ireland | 4 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 4 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4 CPD | Eligible |
| Chartered Accountant - ICAEW | 4 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4 CPD | Eligible |
| Chartered Accountants - Scotland | 4 CPD | Eligible |
| CPA - Ireland | 4 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 4 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4 CPD | Eligible |
| Chartered Accountant - ICAEW | 4 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4 CPD | Eligible |
| Chartered Accountants - Scotland | 4 CPD | Eligible |
| CPA - Ireland | 4 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 4 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 4 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 4 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 4 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 4 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 4 CPD | Eligible |
| Chartered Accountant - ICAEW | 4 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 4 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 4 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 4 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 4 CPD | Eligible |
| Chartered Accountants - Scotland | 4 CPD | Eligible |
| CPA - Ireland | 4 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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.
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.
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.
JS
I am an intermediate Excel user and had little to no experience using Power Query. I found this introductory course extemely helpful in getting a basic understanding of Power Query. I liked that there are not only handouts to help walk through the steps, but you can see the instructor do it on the screen as well and explain some tips. He went though examples about two times and got slowly more complex. Overall well put together.
LA
I thoroughly enjoyed this course. The instructor was very easy to understand and was very specific in the way he explained this process. Having had knowledge of the Query process beforehand, this course was a wonderful refresher allowing me to pick up new tips and tricks I had not thought of using before.
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