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Introduction to Data Analytics with Power Query (Get and Transform)
Management Accounting
CPE Self-study

Introduction to Data Analytics with Power Query (Get and Transform)

In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators.

$35 - $45
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Information Technology

Level

Advanced

CPE Credits

4

Author(s)

Donald Tomoff

Availability

1 year

Product Number

BLI509919

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 Business & partner 
Product Details

In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators. Power Query, part of Microsoft Power BI suite, is indispensable for extracting, transforming and loading data (the "ETL"; of the commonly referred to ETLR). In this session, we will explore the basics of the Power Query add-in - extracting, transforming and preparing data for analysis.

Who Will Benefit

Any business professional responsible for managing and working with data

Major Topics

  • In this course, we take a deep dive into Power Query (Excel 2016 Get and Transform), which is Excel’s robust query tool. We will explore the basics of extracting and transforming data, which is the first necessary step to data analysis and reporting! Topics include:
  • Top 6 features most important to accountants (data source flexibility, appending queries, unpivot, etc.)
  • Exploration of real Power Query use cases, many of which accountants could implement immediately
  • A summary of top resources and experts to get you started on the journey of learning Power Query
  • Excel workbooks will be made available for all participants to use at their leisure and further explore the topics discussed.

Learning Objectives

  • Import and transform basic data into Excel using Power Query
  • Understand and apply the data load capabilities of loading into Excel versus loading into the “data model”, and why it matters
  • Transform data and add extra fields to the data set to drive increased data flexibility for analysis purposes
Credit Info
CPE Credits
Online
4
NASBA Field of Study
Information Technology
Level
Advanced
Prerequisites
Comfortable with Excel navigation and data related topics – LOOKUP, Pivot Tables, Data Tables, etc. would be helpful, but not required
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$45.00
AICPA Members
Online
$35.00
CIMA Members
Online
$35.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
Donald Tomoff
CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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