Webcast: Excel for Accountants: Using Excel to Cleanse and Prepare Data (XSEXPD17)
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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 enab

 Export to Your Calendar 10/27/2017
When: 10/27/2017
2:00 PM until 4:00 PM
Where: Webcast
SURGENT
EXPD-2017-01-WEBNR-300-01
United States
Presenter: Jeff Lenning


Online registration is available until: 10/25/2017
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Acronym XSEXPD17
CPE 2 hours
Vendor Surgent
Category
Management
Level Intermediate
Prerequisite Experience working with Excel
Adv Prep None
Yellow Book? No
Designed for Accounting professionals using Excel 2016 for Windows
Registration
Member $89
CPA Non-Member $114

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

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.

Objectives

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

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