K2's 2023 Accessing And Managing Data In Excel (4 hours) [NT]

Overview

For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports.

Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!    

Highlights

• Using Power Query to link data into Excel
• Manipulating Excel data with data transformations
• Creating data models using Power Query
• Examples of common and useful transformations

Prerequisites

Fundamental knowledge of Excel

Designed For

All business professionals who create reports, schedules, and analyses using Excel

Objectives

• Identify options for querying data to Excel
• Define “transformations” in the context of Power Query
• List the general steps for creating a transformation
• Identify options for managing fiscal year data using Excel
• Specify the process for editing a query or its’ transformations

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!