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Wednesday, August 7, 2024 Live Webcast

Clean, Transform & Load Data in Power BI (X2-44890)

2:30 PM - 4:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical.

DESIGNED FOR

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.

BENEFITS

After attending this presentation you will be able to ...

  • Identify the key features and functionalities of Microsoft Power Query.
  • Distinguish between different data transformation techniques in Power Query, including data cleaning, m

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.
  • Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.
  • Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.
  • Data Loading: Efficiently loading data into the Power BI data model.
  • Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

Download the handout and practice material prior to course

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$79.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 7 at 2:00 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings