Power Query Essentials: The Ultimate Data Transformation Guide 1 Credit
Part 1
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Power Query stands as an essential instrument for streamlining data into desired formats. Its capabilities allow users to explore, link, merge seamlessly, and polish information from various sources and diverse formats to facilitate analysis and reporting.
This course is structured into four comprehensive parts to maximize your understanding and application of Power Query. This CPE course will briefly introduce Power Query, highlighting its popularity in Finance and Accounting. You'll learn why it's a game-changer: eliminating the need for tedious copy-pasting, breaking away from manual data processing, and integrating AI for advanced data transformation. Power Query bridges gaps left by Excel, offering instant consolidation that traditional methods can't match, and seamlessly feeds data into PivotTables and PivotCharts for efficient, self-service reporting.
Further, we’ll dive into six fundamental data transformation skills with Power Query. These include removing columns and rows, promoting headers, using the advanced query editor, querying from a folder, and adjusting data types. We’ll then enhance our productivity with three advanced functions: merging to replace VLOOKUP(), unpivoting data, and exploring AI and machine learning features in Power Query. Finally, we will culminate the course by mastering the concept of “Instant Consolidation,” a revolutionary feature that brings the efficiency of cloud-based accounting systems into Excel.
Major Topics Covered:
Join this course to master advanced data transformation skills with Power Query, enhance your efficiency, and leverage AI for robust data analysis.
| 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 |
| Information Technology for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 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 |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 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 |
| Information Technology for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 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 |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 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 |
| Information Technology for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 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 |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1 Points | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1 Points | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 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) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1.5 CPD | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1.5 Points | Eligible |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1.5 Points | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
Credit
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Pre-requisites
Advance Preparation
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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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.
JB
Great presentation. I like the real-world examples, and that Instructor goes through each step. I would highly recommend this class if you want an introduction to Power Query.
HC
This was a very good training session on Power Query, with adequate details to follow the steps and recreate.
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