24WS-0097: Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar)
Monday, April 29, 2024
9:00am - 11:00am Central Time
2 CPE (2 non-technical)
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 subjects
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Automation capabilities of Excel
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The "Get & Transform" tool
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Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports
Learning objective(s)
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Recall the steps to create a new query
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Identify commands that transform data
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State the process to return the transformed data to Excel
Who should take this program?
Accounting professionals using Excel for Windows
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