CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Get & Transform Data

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Get & Transform Data is an Excel feature available within the newest versions of Excel. It is a business intelligence tool that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors.

Learning Objectives

Upon successful completion of this course, participants will be able to:
• Recognize when to use the Get & Transform feature and how it works
• Identify the different parts of Get & Transform Data feature
• Identify and recognize how to clean and refine data using Get & Transform
• Recognize different data types
• Distinguish different methods of Joining tables together

Course Specifics

Course ID
2204703
Revision Date
May 28, 2020
Number of Pages
68
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Get & Transform Data

Expert Instructors
Format
CPE CREDITS
2 Credits: Computer Software & Applications

$58.00$78.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Get & Transform Data is an Excel feature available within the newest versions of Excel. It is a business intelligence tool that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors.

Learning Objectives

Upon successful completion of this course, participants will be able to:
• Recognize when to use the Get & Transform feature and how it works
• Identify the different parts of Get & Transform Data feature
• Identify and recognize how to clean and refine data using Get & Transform
• Recognize different data types
• Distinguish different methods of Joining tables together

Course Specifics

Course ID
2204703
Revision Date
May 28, 2020
Number of Pages
68
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Get & Transform Data

Expert Instructors
Format
CPE CREDITS
2 Credits: Computer Software & Applications

$58.00$78.00

Clear