myCPE
myCPE

Mastering Calculated Columns Excel & Power BI Query Editor Techniques 1 Credit

Dec 30, 2024, 01:00 PM ET

Mastering Calculated Columns Excel & Power BI Query Editor Techniques 1 Credit

  • Rating

    4.6
  • Published on

    July, 2024
  • Subject Area

    Computer Software and Applications

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Dec 30, 2024, 01:00 PM ET

Learning Objective

  • Discuss the functionalities of the Query Editor tools in both Excel and Power BI that relate to creating calculated columns
  • Create and manipulate calculated columns to summarize data and uncover insights.
  • Apply DAX functions effectively to enhance the power of calculated columns.
  • Troubleshoot common issues encountered while working with calculated columns in Excel and Power BI.

Course Overview

Power Query makes solving common data tasks easy. A lot of precious time is usually spent on repetitive manual work such as cut-and-paste tasks or combining columns and applying filters. The Power Query tool makes it much easier to perform such tasks. An added benefit is that Power Query is easier to use than other BI tools.

This CPE course is designed to equip participants with the essential skills to use Excel and Power BI Query Editor to create powerful calculated columns.  Through a mix of theoretical explanations and practical demonstrations, learners will understand how to create dynamic columns in Tables that store the raw data, which can, in turn, drive business intelligence and decision-making. 

The course is structured to provide a step-by-step approach, ensuring participants can apply what they have learned directly to their professional roles. This course is ideal for data analysts, business intelligence professionals, and anyone involved in data processing or reporting who seeks to enhance their skill set in data manipulation within Excel and Power BI. 

Topics Covered:

  • Introduction to Query Editors: Differences and similarities between Excel and Power BI
  • Basics of Calculated Columns: Definition, importance, and real-world applications.
  • Using DAX for Calculated Columns: Introduction to DAX functions, syntax, and usage.
  • Practical Examples: Step-by-step creation of calculated columns using both tools.
  • Performance Optimization: Tips for enhancing the speed and efficiency
  • Best Practices: Ensuring accuracy and effectiveness in your calculated columns

Join this CPE course to Enhance your Excel skills. Explore advanced techniques and unlock the full potential of your data analysis capabilities.

The webinar includes a handout in PBIX format. To access this file, please install the Power BI app, which is available for both Windows and Mac users.

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!

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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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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.

Reviews and Ratings

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1,824 ratings

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HT

Hansha Thakor, EA student

This course is really helpful for understanding basic feature of Excel of Data import and Minor understanding of Power BI Really appreciate the quality of recording and Clarity of Speaker Thank You !

JB

Jackie Breland, CPA (US)

Great session. But I just wished that I had watched it on a much larger screen (versus my laptop screen).

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