Accessing and Cleaning Data with Excel, Power Query, and Power BI

2 Credits: Computer Software & Applications


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Accessing and Cleaning Data with Excel, Power Query, and Power BI

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

Of course, you can use a wide range of tools and techniques to analyze financial and operational data. However, before you can use any of these, you must first retrieve, clean, and organize your data. In this session, you will learn about various Microsoft tools you can use to access and prepare your data. Some of these tools – Power Query, for example – reside in Excel, while some such as Power BI lie outside Excel. More specifically, you will learn how to work with the Power Query feature and various content packs in Power BI. With these tools, you will be able to connect, retrieve, clean, and work with data from a variety of sources.  Participate in this session and learn to use these tools to solve and automate your data extraction and transformation processes.

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Learning Objectives

Upon completing this session, you should be able to:

  • Define the major components included in Microsoft Power Query and Power BI Content Packs;
  • Identify how Power Query fits into the Microsoft self-service Business Intelligence ecosystem (Power Query, Power Map, Power Pivot, Power View, and Power BI);
  • List the types of data sources which can be accessed using Power Query, Power Pivot, and Power BI Content Packs;
  • Identify various Power Query transformations that can be used to reformat, combine, and rearrange data retrieved from a wide range of sources; and
  • Create queries using Microsoft Power BI Content Packs as the basis for building effective reports.
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Course Specifics

Course ID
Revision Date
March 19, 2020

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation


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

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »