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Data Analytics with Power Query: Mastering ETL Skills Certificate Program

Learn to extract, transform, and load data using Microsoft Excel®’s Power Query tool — no coding required. This 12-module on-demand series builds practical ETL skills through hands-on exercises, with downloadable spreadsheets so you work alongside the instructor at your own pace.

$299

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Program includes:

  • 12 on-demand webcast modules — 1 CPE credit each (12 CPE total upon completion)
  • Downloadable spreadsheets for every module — work alongside the instructor at your own pace
  • No coding required — Power Query is a user-friendly business intelligence tool
  • Covers ETL workflows, append and merge queries, fuzzy matching, M language basics, and Power Pivot intro
  • Official certificate and virtual badge awarded upon completion of all 12 modules
  • 12 months of access from date of purchase
  • No prerequisite — open to any Excel user
  • Individual modules also available for separate purchase

Earn a certificate and virtual badge. Complete all 12 modules to receive the official Data Analytics with Power Query – Mastering ETL Skills certificate and a virtual badge to share with employers and on LinkedIn.

Accounting professional using Power Query for data analytics in Excel
Also in the Data Analytics series: View all Data Analytics certificates

The Data Analytics with Power Query – Mastering ETL Skills program is designed for accounting and finance professionals who want to develop data analytics skills using Power Query, Excel®’s built-in business intelligence tool. The series consists of 12 one-hour on-demand webcasts with downloadable spreadsheets, so you can actively work through each concept at your own pace — pausing and retrying steps as needed.

Power Query enables you to connect to data sets that were previously inaccessible, perform powerful data transformations without any coding, and save significant time in data cleanup and preparation. Learn to extract, transform, and load data, apply advanced query types including append and merge, and build a foundation for data modeling in Power Pivot.

Learning Objectives

  • Connect to multiple data sources and apply all available Power Query transformations to turn messy data into analysis-ready table format
  • Use all loading options in Power Query, including loading from Power Query to Power Pivot to begin data modeling
  • Apply advanced transformations using append and merge queries, including fuzzy matching
  • Understand the basics of the Power Query M language for more powerful data transformations
  • No coding required — Power Query is a user-friendly business intelligence tool accessible to any Excel user.
  • Faster results — Power Query dramatically reduces the time spent on manual data cleanup and preparation.
  • Connect to virtually any data source — whether it lives in the cloud or on-premises.

Buying for a firm or team? Contact us for enterprise pricing.

What’s Included in the Program?

12 on-demand modules • 1 CPE credit each • 12 CPE total upon completion of all modules

Module 1: Introduction and First Connection (PQS1)

The first course in the Power Query series, PQS1 begins the Excel user’s data analytics journey with an introduction to the Power Query business intelligence tool and its many benefits.

1 CPE Credit

View Module 1

Module 2: Making Connections (PQS2)

This module explores the workflow of making connections to various data sources using the Excel version of Power Query, including files, databases, and web sources.

1 CPE Credit

View Module 2

Module 3: The User Interface of Power Query (PQS3)

PQS3 introduces users to the Power Query Editor and includes a hands-on transformation exercise using this data preparation environment.

1 CPE Credit

View Module 3

Module 4: Data Transformations (PQS4)

This module teaches users how to perform hands-on data transformations — the core skill of Power Query — including cleaning, reshaping, and preparing data for analysis.

1 CPE Credit

View Module 4

Module 5: Adding Columns for Data Enrichment (PQS5)

This module teaches users how to add columns using the Excel version of Power Query through a variety of hands-on exercises, enriching data with calculated and conditional fields.

1 CPE Credit

View Module 5

Module 6: More Transformations and Load Options (PQS6)

This module uses hands-on exercises to explore the data transformation process, focusing on data cleaning and enrichment, and explains query loading options and processes.

1 CPE Credit

View Module 6

Module 7: Append Queries (PQS7)

Module 7 covers best practices for creating append queries — combining two or more queries into one combined output — with hands-on exercises to reinforce what you’ve learned.

1 CPE Credit

View Module 7

Module 8: Merge Queries (PQS8)

This module covers best practices for creating merge queries — combining two queries that share a common column — with hands-on exercises including fuzzy matching techniques.

1 CPE Credit

View Module 8

Module 9: Useful Transformations (PQS9)

Module 9 covers useful transformations to clean, enrich, and shape data — including pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises throughout.

1 CPE Credit

View Module 9

Module 10: Use Cases (PQ10)

This module presents five real-world use cases for specific data issues users may encounter in Power Query. Through hands-on examples, you are guided through the process of solving each one.

1 CPE Credit

View Module 10

Module 11: Formulas, M Language, and Error Handling (PQ11)

This module presents the fundamentals of using formulas, introduces users to the Power Query “M” language, and covers types of errors users may encounter — with hands-on examples to reinforce each concept.

1 CPE Credit

View Module 11

Module 12: Data Modeling and Next Steps (PQ12)

This final module covers advanced Power Query features including functions and parameters, and introduces the basics of data modeling in Power BI and Power Pivot — setting the stage for continued learning in data analytics.

1 CPE Credit

View Module 12

Want to pick and choose topics? Each of these 1-credit modules is also available for individual purchase. Note: professional certificates are only granted to attendees who complete the full certificate program.

Who Should Take This Course?

Staff and senior auditors

Auditors at all levels

Staff auditors, senior auditors, internal auditors, and government auditors who work with large volumes of data and want to eliminate manual cleanup time through Power Query automation.

Staff and senior accountants

Accountants and controllers

Staff accountants, senior accountants, supervisors, managers, and management accountants who regularly pull and prepare data for reporting and want faster, more reliable workflows.

Business and financial analysts

Business and financial analysts

Analysts who need to connect to and transform data from multiple sources without depending on IT or knowing how to code — Power Query was built for exactly this use case.

Any Excel user ready to level up

Any Excel user ready to level up

No prerequisite is required. If you work in Excel and spend time manually cleaning or preparing data, Power Query will save you significant time — and this program teaches you everything you need to get started.

Power Query Certificate FAQs

What is Power Query and why should I learn it?
Power Query is a business intelligence tool built into Microsoft Excel that lets you connect to data sources, clean and reshape data, and load it for analysis — all without any coding. It dramatically reduces the time spent on manual data cleanup, enables connections to data sources that aren’t normally accessible in Excel, and scales to handle complex data transformation tasks. For accounting and finance professionals, it’s one of the highest-ROI tools available.

Do I need any prior experience to take this course?
No prerequisite is required. This program is designed for any Excel user. If you work with data in Excel — regardless of your current skill level — you can begin with Module 1 and build from there. Prior Power Query experience is not expected.

What is included in the program?
The program includes 12 on-demand webcast modules, each approximately one hour long and worth 1 CPE credit. Every module includes downloadable spreadsheets so you can work alongside the instructor, pausing and replaying as needed. Complete all 12 modules to earn 12 CPE credits and an official certificate and virtual badge.

How long do I have to complete the program?
You have 12 months of access from the date of purchase to complete all 12 modules and earn your certificate and badge.

Can I purchase individual modules instead of the full program?
Yes. Each of the 12 modules is available for individual purchase at 1 CPE credit each. However, the official certificate and virtual badge are only awarded to participants who complete all 12 modules in the full program.

Are the modules NASBA-approved for CPE credit?
Yes. Surgent CPE is NASBA-registered and all modules in this program qualify for CPE credit. Completing the full program earns 12 CPE credits — 1 per module.

Can I purchase this for a team or firm?
Yes. For firms or teams looking to upskill staff in Power Query and ETL skills, contact our enterprise team at surgentcpe.com/cpe-for-firms to discuss volume pricing and group options.

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