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Excel for Accountants: Using Excel to Cleanse and Prepare Data (EXPD)
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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 & 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 e

 Export to Your Calendar 10/27/2017
When: Friday , 27 october , 2017
1:00:00 PM - 3:00:00 PM
Where: Webcast/Webinar
United States
Presenter: Jeff Lenning
Contact: April Deneault
801-466-8022


Online registration is available until: 10/27/2017
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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 & 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 & 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 & Transform query to streamline your work.

Major Topics

 

  • Automation capabilities of Excel
  • The “Get & Transform” Tool
  • Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

Learning Objectives
  • Recall the steps to create a new query
  • Identify commands that transform data
  • State the process to return the transformed data to Excel

Design For
Accounting professionals using Excel 2016 for Windows

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