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Course Description

This is the second part of the two-part webinar series on Power Query.

Excel expert David H. Ringstrom, CPA takes you deeper into the possibilities of Power Query. The presentation leads off with extracting data from text files and then presenting the results in a PivotTable format. You'll also see how to relate multiple data sources together by merging files and lists. If time allows additional topics include linking to profit and loss reports and separating SEDOLS from amidst a column of text.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

Major topics covered in this CPE course on Excel:

Filtering a cleaned-up accounts receivable aging report to display only overdue amounts
Understanding how you can work backward through applied steps in Power Query to visually step through data transformations
Creating a self-updating list of worksheets in any workbook with Power Query
Navigating purposefully through worksheets by way of clickable hyperlinks
Using Power Query to clean up accounting reports to remove pitfalls like blank rows, merged cells, missing data, and more
Managing data security prompts that may appear when you link external data into Excel spreadsheets
Introducing the Power Query feature in Excel
Appending data from two or more worksheets into a self-updating consolidated list with Power Query
Configuring Power Query queries to update automatically in the most efficient manner possible
Transforming reports that are dozens or more columns wide into filterable rows by way of the Unpivot command in Power Query
Extracting data from PDF files with Power Query in Microsoft 365
Extracting text from the middle of a cell that has non-breaking spaces around it by way of Power Query (non-breaking spaces often appear in reports copied or generated from web pages)

Key Takeaways

To explain which menu the Append Query command appears on within Power Query.
To analyze which command enables you to send data from the Power Query editor to a pivot table.
To discuss which Power Query Editor command enables you to import data.

Suitable For

Accounting Firm
Accounting Managers

Qualifies For

2 CPE credit of Canadian CPAs
2 CPE credit of Computer Software & Applications for all CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of MY-CPE LLC (Sponsor Id#: 143597) 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.

David Ringstrom, CPAChartered Professional Accoutants

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and m

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.7

Average Rating

67%

33%

Glen Sanatar Dec 13th, 2023

Thank you

Michael Suthers Oct 31st, 2023

Good information

Matthew Bresina Apr 23rd, 2024

The final quiz has some errors

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.7

Glen Sanatar Dec 13th, 2023

Michael Suthers Oct 31st, 2023

Matthew Bresina Apr 23rd, 2024

Details

Popular Category

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Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

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Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

Introduction to Power Query: Part 2

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.7

Glen Sanatar Dec 13th, 2023

Michael Suthers Oct 31st, 2023

Matthew Bresina Apr 23rd, 2024

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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