Conference
Starts tomorrow
Automation, Insight & High-Performance Analytics Week
Computer Software and Applications
★★★★★
4.6 (391)
$300
Live Replay WebinarBasic level
Connect, Transform, and Analyze Data Like a Pro with Power Query
In today's data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis. Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis. As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions, participants will not only have sharpened their analytical capabilities but will also carry the confidence to tackle complex data challenges with ease. Don't miss the opportunity to refine your data skills and bring new levels of proficiency to your financial analysis.
What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
- Demonstration & sample files ZIP
- Additional course files TXT
Course details
- Recommended CPE credit
- 4
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 24c00966
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 4 credits
$150
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Oct
12
Firm Optimization: Tools for Smarter Operations
Conference · Oct 12–15, 2026
· Online · this course runs Oct 12, 2026 · event offers up to 22 credits
$200
View event
Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
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