April 11, 2025

Webcast Replay

2 CPE

Power BI - Use Power Query to Transform Your Data

April 11, 2025
Webcast Replay
2 CPE

Power BI - Use Power Query to Transform Your Data

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan L. Smith, CPA.CITP, CISA

    Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. 

    Professional Experience and Credentials

    • Past Chair, MACPA Information Technology Task Force
    • Master of Science in Information Assurance
    • Past Member, AICPA CITP Credential Committee
    • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
    • Past Chair, MACPA Leadership Task Force
    • Regional Director in charge of mid-market technology services for top 10 accounting firm
    • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
    • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
    • Certified Information System Auditor (CISA)
    • Member of the Information System Audit and Control Association
    • Extensive experience in leading world class organizations through mission critical IT systems deployment
  • This webcast is part of the 2020 Power BI Series. Please see below for the suggested viewing order. Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail
  • the inability to get the correct data. This webcast focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more. This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel. (bold) Explore the other webcasts in the 2020 Power BI Series: Power BI
  • Introduction to MS Power BI Tools Power BI
  • Prepare Your Data Efficiently for Excel Analysis Power BI
  • Analyze Your Data With Excel Pivot Tables Power BI
  • Create Excel Dashboards for Maximum Impact Power BI
  • Go Beyond PivotTables with Power Pivot Power BI
  • Use Advanced Calculations with DAX Formulas Power BI
  • Use PBI Desktop to Create Reports and Dashboards Power BI
  • Share Your Data Analysis using PowerBI.com

Learning Objectives

  • Use Power Query to solve your data clean-up issues
  • Determine how Power Query allows you to get more data into Excel
  • Apply a one-click step to refresh your data

Major Topics

Append files Combine multiple files from a folder Add custom columns Unpivot a table Create a lookup table from a table

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Industry
  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

Attended the Prepare Your Data Efficiently for Excel Analysis course or equivalent

Advanced Preparation

None

Intended Audience

Anyone who uses or wants to use Excel for data analysis

Provider

AICPA

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