Webinar: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data
WS1414 | Course | Intermediate | Scheduled
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.
Credits
Number of Credits | Type of Credits |
---|---|
2.00 | Computer Software & Applications |
Designed For
Accounting professionals using Excel for Windows
Prerequisites
Experience working with Excel
Highlights
- Automation capabilities of Excel
- The “Get & Transform” Tool
- Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Objectives
- Recall the steps to create a new query
- Identify commands that transform data
- State the process to return the transformed data to Excel
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00