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

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • MRTP
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Do you spend more time than is necessary importing and updating data from external sources such as databases, CSV files, and web pages?

Does the phrase "it's taking too long" describe how you feel about the time it takes to get your data into the right format for your reports?

Do you regularly perform repetitive time-consuming "data cleaning and transforming" tasks such as removing unnecessary rows and columns, filtering out data that you don’t need, converting text to numbers or dates, splitting or merging columns, removing "weird" characters, or combining files?

Would you like to be able to do all the above with the click of a button? If the answer is yes, you need Power Query (known as getting and Transform in Excel 2016 and later).

This CPE/CPD webinar will focus on how to import data into Excel from a variety of sources and how to automate the data cleaning process.

Major topics covered in this CPE course on Excel:

  • Import data into Excel from sources such as text files, web pages, and databases
  • Avoid Excel’s "million-row limitation"
  • Keep the imported data in sync with the source data using just two clicks
  • Understanding and Managing Steps in the Power Query Editor
  • Save a ton of time - automate the data cleaning process

Learning Objectives

  • To analyze how Power Query / Get and Transform can save you a ton of time when working with imported data.
  • To identify the difference between Excel functionality and Power Query / Get and Transform.
  • To discuss the benefits of Power Query / Get and Transform.
  • To analyze how Power Query / Get and Transform is faster than Excel while working on data.

Recommended For

  • This CPE webinar is recommended for CPAs, CFE, CIA, CITP, CGFM, FPAC, CMA, and other professionals who want to understand everything about Power Query/Get and Transform to clean data (as both a one-off and a repeating process).
  • It is also beneficial for Canadian CPAs and CA-ICAEW, CA-ACCA, CA-Scotland, and CPA-Scotland, CA-Ireland.

Who Should Attend?

  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA 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 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01334-22-O)
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 maintenance 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Mike Thomas

Owner, The Excel Trainer

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.

About Company

The Excel Trainer

theexceltrainer.co.uk

Experienced Trainer providing Excel training services including video tutorials, live training and consultancy.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

5

2 Ratings

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2

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JS

John Skouberdis, CPA (US)

Sep 20th, 2022

Presenter had a lot of knowledge on Powe Query

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

PREMIUM

1 Credit

Subject Area

Computer Software and Applications

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