Accessing & Cleaning Data with Excel®, Power Query, & Power BI®

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits



While there are a wide range of ways to analyze data, one must first retrieve, scrub, and organize data effectively before any of those techniques can be used. This session will help users understand and utilize end-user data retrieval tools like Microsoft® Power Query as well as content packs for Microsoft Power BI® to connect, retrieve, reorganize, and create scripts to automatically reformat data of all kinds from a wide variety of sources. Attend this session and learn to use these powerful tools to solve and automate your data extraction and transformation processes.


Upon completing this course, you should be able to * Define the major components included in Microsoft® Power Query and Power BI® Content Packs * Explain 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 * Describe how Power Query transformations can be used to reformat, combine, and rearrange data retrieved from a wide range of sources * Explain how Power BI and the Excel® Data Model provide ways to use this data to create effective reports


* Identifying options for extracting data from external sources into Excel® and Power BI® * Using Power Query to manipulate and transform data into more useful data sets * Working with Data Models to facilitate advanced reports * Refreshing queries for real-time reporting

Who Should Attend

Business professionals who are seeking to query data from external data sources into Excel® and Power BI® for analytical purposes * This program focuses on Excel for Windows®

Required Knowledge

Fundamental knowledge of computer operations and Microsoft® Excel®

Advanced Prep


Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected].

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

Test Your System
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Share This Event

Event Vendor:K2 Enterprises
Field of Study:Information Technology
Level: Intermediate

Event Type:On Demand
NASBA Instructional Method:Self Study
Event Code:OD009720

Registration Fees

Registration FeeEarly BirdRegular
CPE SelectN/A$0.00
NCACPA MemberN/A$80.00
CPE Sponsors LogoThe 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.