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

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Live Webinar SELECT STARTING AT $89 (1 date)

Credits: 2

Qualifies For: CPE

Instructor(s): Jeff Lenning

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

  • Customer Rating
    (21)
  • Field of Study
    Computer Software & Applications
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    CPE

Overview

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.

Major Topics:

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

Learning Objectives

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

Designed for:

Accounting professionals using Excel for Windows

Prerequisite:

Experience working with Excel

Advanced Preparation:

None

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