Power Query: Get and Transform Data
Power Query is an Excel feature available within the newest versions of Excel. It used to be an add-in feature called Power Query. Microsoft calls it Power Query as well as Get and Transform and it is a business intelligence tool that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors.

Version: **This feature is only available in Excel versions starting with Excel 2016 but not all 2016 versions have it. ** To, see if you have this feature, simply click on the Data tab in Excel. You should see a section of the ribbon called Get & Transform. If you do not see this section, then you do not have the Get & Transform Data feature and will not be able to do any of the exercises. If you have the older add-in feature called Power Query you should be able to follow along just fine.


Course Publication Date: August 22, 2022

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $15.00!

Author:Mill Creek Publishing
Course No:COMP-TRANSFORM-2822
Recommended CPE:1.50
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Prerequisites:This course is considered a basic to intermediate level course. It is expected that participants know basic file management skills such as opening and closing files as well as how to do simple calculations in a spreadsheet. It is also assumed that participants understand how to create and use a basic function.
Advanced Preparation:None
Recommended Field of Study:Computer Software and Applications
  
Learning Objectives
  • Recognize when to use the Power Query feature and how it transforms data.
  • Identify the different parts of Power Query.
  • Identify and recognize how to clean and refine data using Power Query.
  • Recognize different data types.
  • Distinguish different methods of Joining tables together.
  • Recognize how to combine and append tables or files.

CPE Depot Inc. 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.

Sponsor Number: 109423

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