Power Query: Get & Transform Data

2 Credits: Computer Software & Applications


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Power Query: Get & Transform Data

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

In the ever-evolving world of data analysis, tax and finance professionals often struggle with time-consuming data management tasks, including importing, cleaning, and transforming data for meaningful analysis. This course addresses the problem by introducing the powerful Excel feature, Get & Transform Data, transforming the way professionals handle data. The course agitates the issue by emphasizing the common challenges faced with manual data processing, such as errors and inefficiency. The solution is provided through a detailed exploration of Get & Transform Data, guiding participants on how to automate data retrieval, cleaning, and transformation processes in Excel. This course will enable professionals to efficiently manage data sources, apply transformations, and update files automatically, thereby saving time and reducing errors.

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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

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Course Specifics

Course ID
Revision Date
August 29, 2022

Intermediate to advanced knowledge in excel.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

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 …