Get & Transform Data in Excel

The start date for this course has passed. Registration is no longer available.

This course is 2.00 credits
Field of Study
Technology
Course Level
Basic
Vendor
California Society of CPAs

Registration Fees

MSCPA-AICPA Member
$60.00
MSCPA Member
$60.00
AICPA Member
$94.00
Non-Member
$94.00
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Monday, Aug 26, 2019
11:00am – 1:00pm

Formerly available as the Power Query add-in, the Get & Transform tools built into Excel 2016 for Windows are incredibly powerful. At a high level, users can retrieve data from a variety of sources and prepare it for use as needed.

These tools provide new ways to approach previously manual and time-consuming tasks. In this session, apply these tools to several everyday tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several .csv exports. If you frequently export/import data from one system to another, learn how to streamline workflows and gain a solid understanding of the Get & Transform query.

Materials are provided as an ebook for this course.

Designed For

Accountants and financial professionals.

Course Objectives

  • Recall the steps to create a new query.
  • Identify commands that transform data.
  • State the process to return the transformed data to Excel.

Major Subjects

  • Get & Transform Query
  • Flattening data
  • Splitting and combining columns
  • Formatting data
  • Unpivoting summarized data

Prerequisites

None.

The start date for this course has passed. Registration is no longer available.