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 be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company's databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. 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. CPE Today has a brand new learning tool to help you learn how to use Power Query and Power BI. We have created a public server with several sample databases to help you learn how to extract, transform and load data into your dashboards and spreadsheets. This tool will give you practical hands-on experience working with cloud databases from major accounting solutions, including Quickbooks Desktop, QuickBooks Online, and more. This course will provide you with the knowledge to turn your organization's actual data into repeatable refreshable pivot tables, Power BI dashboards, and more!
- Outline Power Query's significant features and functions and how they are used for reporting projects.
- Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform and load data into your reports.
- List the various methods to transform your data using Power Query before importing it into a report.
- Demonstrate connecting Power Query and Power BI to the CPE Today sample data server.