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Accessing Your Company's Data in Power Query and Power BI

2 CPE Credits $71.00/credit hour Friday, October 16, 2026 · 9:00am PT / 12:00pm ET
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For years, Excel users have relied on complex formulas, manual parsing, and “text-to-columns” to clean up data. Power Query is the natural successor to these legacy methods, providing a professional-grade environment for building updatable, repeatable reports. This course explores how to move beyond basic spreadsheet manipulation to a workflow that automates the “grunt work” of accounting. With over 70 different transformation tools at your fingertips, you will learn how to parse, split, combine, and concatenate data with precision, ensuring that once you build a report, you never have to build it again.

We will focus on the versatility of the Power Query engine, demonstrating how it handles the “bad data” practitioners face daily from clients and system exports. While the core of the course is about mastering the built-in UI transformations, we will also explore high-value advanced features like the Power Query Editor and the strategic use of parameters to make your reports even more flexible. We will also briefly look at how generative AI tools like Microsoft Copilot can act as an assistant to help you navigate these 70+ tools, ensuring your data pipeline remains robust and efficient as your reporting needs evolve.

Who Should Attend
CPAs and accounting professionals looking to automate manual Excel data cleanup tasks.

Topics Covered

  • Power Query: The Modern Successor to Manual Excel Cleanup
  • Mastering the 70+ Built-In Data Transformation Tools
  • Building Flexible Workflows with Parameters and the Editor
  • Leveraging AI Assistants for Advanced Data Formatting

Learning Objectives

  • Apply Power Query’s transformation tools to replace manual parsing and data cleaning methods
  • Utilize the Power Query interface to parse, split, and concatenate complex datasets effectively
  • Analyze the 70+ transformation tools available to determine the best approach for reporting
  • Recognize the value of advanced features including parameters and the Power Query Editor
  • Design a repeatable data pipeline that automatically updates when new information is provided

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
$142.00 / 2 CPE
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