CPE Today Logo

K2’s Accessing Your Company’s Data With Power Query And Power BI

Course - K2's Accessing Your Company's Data With Power Query And Power BI

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Southeast Technology Conference
May 20, 2024 | Conference

Summer Tech Essentials Multi-State Conference
June 13, 2024 | Conference

Major Topics

  • Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
  • Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
  • Producing various reporting documents from data delivered from Power Query

Learning Objectives

  1. List the various methods to transform your data using Power Query before importing it into a report.
  2. Demonstrate connecting Power Query and Power BI to a sample data server
  3. Outline Power Query’s noteworthy features and functions and how you can use them for reporting projects
  4. Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports

Course Description

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!

Compliance Information

Intended Audience

Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

2 Credits

Published Date

January 3, 2024

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!

Course Details

  • Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
  • Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
  • Producing various reporting documents from data delivered from Power Query

  1. List the various methods to transform your data using Power Query before importing it into a report.
  2. Demonstrate connecting Power Query and Power BI to a sample data server
  3. Outline Power Query’s noteworthy features and functions and how you can use them for reporting projects
  4. Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports

Intended Audience — Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – January 3, 2024

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

Recommended Products

Courses and Events You’ll Love!