Introduction to Power Query: Part 2

Welcome to myCPE

Learning Objectives

To explain which menu the Append Query command appears on within Power Query.
To analyze which command enables you to send data from the Power Query editor to a pivot-table.
To discuss which Power Query Editor command enables you to import data.

Course Description

This is the second part of the two-part webinar series on Power Query.

Excel expert David H. Ringstrom, CPA takes you deeper into the possibilities of Power Query. The presentation leads off with extracting data from text files and then presenting 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.

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.

Major topics covered in this CPE course on Excel:

Filtering a cleaned-up accounts receivable aging report to display only overdue amounts
Understanding how you can work backward through applied steps in Power Query to visually step through data transformations
Creating a self-updating list of worksheets in any workbook with Power Query
Navigating purposefully through worksheets by way of clickable hyperlinks
Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more
Managing data security prompts that may appear when you link external data into Excel spreadsheets
Introducing the Power Query feature in Excel
Appending data from two or more worksheets into a self-updating consolidated list with Power Query
Configuring Power Query queries to update automatically in the most efficient manner possible
Transforming reports that are dozens or more columns wide into filterable rows by way of the Unpivot command in Power Query
Extracting data from PDF files with Power Query in Microsoft 365
Extracting text from the middle of a cell that has non-breaking spaces around it by way of Power Query (non-breaking spaces often appear in reports copied or generated from web pages)

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
2 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland

About Instructor

David Ringstrom, CPA (US)

President, EXCEL Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.6

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Doug Durst, CPA (US)

Great class. Technical, but good clarity and examples.

Lisa Hahn, CPA (US)

Handouts and presentation were great

Parminder Madaan, CPA in Canada

Need practice but awesome content.

TKC

Tsz Kit Chan, CPA (US)

Good presentation

2 Credits

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Subject Area

Computer Software and Applications

Completed

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Introduction to Power Query: Part 2

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Ringstrom, CPA (US)

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Doug Durst, CPA (US)

Lisa Hahn, CPA (US)

Parminder Madaan, CPA in Canada

Tsz Kit Chan, CPA (US)

Subject Area

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