Webcast: Get & Transform Data in Excel (XCGTDEX17)
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Formerly available as the Power Query add-in, the Get & Transform tools built into Excel 2016 for Windows are incredibly powerful. At a high level, users can retrieve data from a variety of sources and prepare it for use as needed. These tools provide new ways to approach previously manual and time-consuming tasks. In this session, apply these tools to several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining sev

 Export to Your Calendar 8/25/2017
When: 08/25/2017
10:30 AM until 12:30 PM
Where: Webcast
CALCPA
4173298A
United States
Presenter: Jeff S. Lenning, CPA, CITP


Online registration is available until: 8/23/2017
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Acronym XCGTDEX17
CPE 2 hours
Vendor CalCPA
Category
Management
Level Beginning
Prerequisite None
Adv Prep Optional: Please have Excel 2016 for Windows to work along.
Yellow Book? No
Designed for Accountants who use Excel 2016 for Windows.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Formerly available as the Power Query add-in, the Get & Transform tools built into Excel 2016 for Windows are incredibly powerful. At a high level, users can retrieve data from a variety of sources and prepare it for use as needed.

These tools provide new ways to approach previously manual and time-consuming tasks. In this session, apply these tools to 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, learn how to streamline workflows and gain a solid understanding of the Get & Transform query.

Materials are provided as an ebook for this course.

Objectives

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

Major Topics

  • Get & Transform Query
  • Flattening data
  • Splitting and combining columns
  • Formatting data
  • Unpivoting summarized data