K2's Accessing Your Company's Data With Power Query And Power BI
Online
3.00 Credits
Member Price $104.00
Price will increase by $15 after 5/13
Non-Member Price $144.00
Price will increase by $15 after 5/13
Overview
Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!
Objectives
- Outline Power Query's noteworthy features and functions and how you can use them for reporting projects
- Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports
- List the various methods to transform your data using Power Query before importing it into a report.
- Demonstrate connecting Power Query and Power BI to a sample data server
Highlights
- Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
- Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
- Producing various reporting documents from data delivered from Power Query ,/ul>
Designed For
Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects
Prerequisites
Fundamental knowledge of Excel
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Lawrence McClelland, Associate, K2 Enterprises, LLC
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Non-Member Price $144.00
Member Price $104.00