Accessing Your Company's Data in Power Query and Power BI
Author: Stephen M. Yoss
| CPE Credit: |
2 hours for CPAs |
Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of "write once, refresh many" reporting where your reports can be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company's databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools.
This course will provide you with the knowledge to turn your organization's actual data into repeatable refreshable pivot tables, Power BI dashboards, and more!
Publication Date: October 2023
Designed For
Financial professionals would like to save time, improve accuracy, and promote efficiency with their reporting projects.
Topics Covered
- Comprehensive grasp on Excel's Tables and Data Modeling
- Introduction and exploration of Excel Power Query
- Analysis of Power Query's tabs and user experience
- Examination of various Power Query connection options
- Techniques for common Power Query data transformations
- Guidance on connecting to Web, SQL, and ODBC data sources
- In-depth look at Advance Power Query topics
Learning Objectives
- Recognize how to outline Power Query's significant features and functions and how they are used for reporting projects
- Recognize 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
- Recognize connecting Power Query and Power BI to a sample data server
- Identify the number of ways to transform and modify your data
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
Users should have good working knowledge of Excel and a basic understanding of Power BI.
Advance Preparation
None
