Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (EXPD)

Description

Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel!

The Get & Transform tools built-in to Excel 2016 for Windows, formerly available as the Power Query add-in, are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. In this session, we'll use Get & Transform queries to help with several common 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, you will want to understand how to use a Get & Transform query to streamline your work.

Date/Time

Monday, June 3, 2019
Registration Time: 12:00pm
12:00pm – 2:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge

Intermediate

Designed For

Accounting professionals using Excel for Windows

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience working with Excel

Advanced Preparation

None

Highlights

  • Automation capabilities of Excel
  • The “Get & Transform” Tool
  • Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

Objectives

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

Location

N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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