Mobile Edition

Get & Transform Data in Excel (4173298B)

Date:Friday, January 26, 2018
Time:11:30AM - 1:30 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeff S. Lenning
Vendor:California CPA Education Foundation
Course Level:Basic
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


Formerly available as the Power Query add-in, the Get & Transform tools built into Excel 2016 for Windows are incredibly powerful. At a high level, users can retrieve data from a variety of sources and prepare it for use as needed.

These tools provide new ways to approach previously manual and time-consuming tasks. In this session, apply these tools to 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, learn how to streamline workflows and gain a solid understanding of the Get & Transform query.

  • Recall the steps to create a new query.
  • Identify commands that transform data.
  • State the process to return the transformed data to Excel.

Major Topics:
  • Get & Transform Query
  • Flattening data
  • Splitting and combining columns
  • Formatting data
  • Unpivoting summarized data

Who Should Attend:

Accountants who use Excel 2016 for Windows.


Advanced Preparation:
Optional: Please have Excel 2016 for Windows to work along.


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.