Mobile Edition

Excel for Accountants: Using Excel to Cleanse and Prepare Data (EXPD) (SUEXPD06)

Date:Friday, December 15, 2017
Time:3:00 PM - 5:00 PM
(Registration at 2:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeff S. Lenning
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

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.

  • 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:
  • Automation capabilities of Excel
  • The “Get & Transform” Tool
  • Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

Who Should Attend:
Accounting professionals using Excel 2016 for Windows

Experience working with Excel

Advanced Preparation:


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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.