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Friday, February 28, 2025 Live Webcast

Excel for Accountants: Using Excel to Cleanse and Prepare Data (X1-EXPD-2025-01-WEBNR-59-01)

1:00 PM - 3:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

Accounting professionals using Excel for Windows.

BENEFITS

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

HIGHLIGHTS

  • Automation capabilities of Excel
  • The "Get & Transform" Tool
  • Using "Get & Transform" for flattening, splitting and combiningdata, unpivoting summarized data, and combining CSV exports

COURSE LEVEL

Intermediate

PREREQUISITES

Experience working with Excel.

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 28 at 12:30 PM.

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COURSE DEVELOPER

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