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Power Query: Get and Transform Data (Course Id 1994)

QAS / Registry
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Author : Patricia McCarthy, MBA
Course Length : Pages: 29 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $17.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1994

Description :

Power Query is an Excel feature available within the newest versions of Excel. It used to be an add-in feature called Power Query. Microsoft calls it Power Query as well as Get and Transform and it  is a business intelligence tool  that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so  the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors.

Version:   **This feature is only available in Excel versions starting with Excel 2016 but not all 2016 versions have it. ** To, see if you have this feature, simply click on the Data tab in Excel. You should see a section of the ribbon called Get & Transform. If you do not see this section, then you do not have the Get & Transform Data feature and will not be able to do any of the exercises in this eBook. If you have the older add-in feature called Power Query you should be able to follow along just fine.  

Usage Rank : 0
Release : 2022
Version : 1.0
Prerequisites : Intermediate to Advanced Knowledge in Excel. An understanding of how databases work would be very helpful but not necessary. 
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 06-May-2022
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1994

Keywords : Computer Software & Applications, Power, Query, Get, Transform, Data, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Recognize when to use the Power Query feature and how it transforms data
  • Identify the different parts of Power Query
  • Identify and recognize how to clean and refine data using Power Query
  • Recognize different data types
  • Distinguish different methods of Joining tables together
  • Recognize how to combine and append tables or files
Course Contents :

Chapter 1 - Power Query: Get and Transform Data

Course Learning Objectives



Get & Transform Data





Review Questions

Importing Data Basics

Importing a Text File & Transforming It

Clean and Transform Data

Clean Data

Transform Data

Data Type

Column Headings

Split Columns

Group Data

Sort Data

Review Questions

Query Settings

Exercise - On Your Own

Review Questions

More Importing TRY IT!

Close and Load

Combining Files

Merging Data

Optional Exercise On Your Own

Adding a 3rd table


Join Example

Review Questions

Appending Data



Chapter 2 - Links for Spreadsheets


CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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