K2's 2024 Accessing Your Company's Data With Power Query And Power BI
Overview
Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.
Highlights
- Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
- Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
- Producing various reporting documents from data delivered from Power Query
Prerequisites
Fundamental knowledge of Excel
Designed For
Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects
Objectives
- Outline Power Query's noteworthy features and functions and how you can use them for reporting projects
- Demonstrate 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
- Demonstrate connecting Power Query and Power BI to a sample data server
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens Jr, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $109.00
Member Price $79.00