K2's 2024 Accessing Your Company's Data With Power Query And Power BI

Overview

Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.

Highlights

• Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
• Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
• Producing various reporting documents from data delivered from Power Query

Prerequisites

Fundamental knowledge of Excel

Designed For

Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Objectives

• Outline Power Query's noteworthy features and functions and how you can use them 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 a sample data server

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.