Excel for Accountants: Using Excel to Cleanse and Prepare Data
Description
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 %26 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 %26 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 %26 Transform query to streamline your work.
Objective
Recall the steps to create a new query Identify commands that transform data State the process to return the transformed data to Excel
Attendee Information
Jeff Lenning
Required Knowledge
Experience working with Excel
Credit Types
- CPE – Computer Software & Applications
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS235626: Registration – Member | Mem | $105 |
| WRS235626: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.