Clean, Transform and Load Data in Power BI WEBINAR
Overview
As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query’s features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.
Highlights
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.
Prerequisites
None.
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.
Objectives
Identify the key features and functionalities of Microsoft Power Query. Distinguish between different data transformation techniques in Power Query, including data cleaning, merging, and pivoting. Indicate the best practices for documenting each step in your data transformation process.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $109.00
Member Price $89.00