Webcast
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
Course Description
Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. However, most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.
Learning Objectives
Upon completing this session, you should be able to:
- Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources
- List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query
- Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
- Identify an example of when you might want to use the “Open from Folder” tool in Power Query
Course Specifics
|
Course ID WC1222278786 |
Revision Date February 21, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
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 »
Turbocharging Small Business Reporting with Power Query
CPE CREDITS
2 Credits: Computer Software & Applications
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
Webcast
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
Course Description
Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. However, most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.
Learning Objectives
Upon completing this session, you should be able to:
- Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources
- List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query
- Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
- Identify an example of when you might want to use the “Open from Folder” tool in Power Query
Course Specifics
|
Course ID WC1222278786 |
Revision Date February 21, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
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 »
Turbocharging Small Business Reporting with Power Query
CPE CREDITS
2 Credits: Computer Software & Applications
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
$98.00