K2's Power Query - Ten Things You Need to Know WEBCAST

Monday, May 10 11:00am - 1:00pm PDT

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2.0 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

Microsoft has updated Excel’s Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session you will learn ten things every Power Query user should know to make it easier for you to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.

Highlights

  • What is Power Query
  • Importing data from various sources, including text, Excel, web sites, and databases
  • How to clean-up imported data

Prerequisites

Fundamental knowledge of computer operations, including Excel

Designed For

Business professionals who utilize Power Query to extract and transform data in Excel

Objectives

  • List Excel versions that include Power Query
  • Create Power queries to Pivot and Unpivot data
  • Create Power queries to split data columns and combine data columns
  • Create Power queries to group data by fiscal quarters and years

Preparation

None

Leader(s):

Leaders

Thomas Stephens Jr

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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Non-Member Price $109.00

Member Price $79.00