This hands-on course is designed for business professionals and analysts who need to import, clean, combine, and transform data efficiently using Microsoft Power Query within Excel. Participants will learn how to automate repetitive data preparation tasks, consolidate information from multiple sources, and create repeatable data transformation processes that improve reporting accuracy and productivity.
Power Query has become one of the most important tools in modern Excel for data preparation and business analysis. Rather than manually cleaning and restructuring spreadsheets, users can build automated query processes that refresh with updated data in seconds.
This course incorporates modern Microsoft 365 capabilities, including AI-assisted productivity features such as Microsoft Copilot and ChatGPT, to help users accelerate data cleanup, troubleshoot query steps, generate transformation logic, and improve reporting workflows.
Through practical business exercises and real-world scenarios, participants will learn how to import data from multiple sources, clean and reshape datasets, merge and append tables, automate recurring transformations, and prepare high-quality data for PivotTables, dashboards, Power Pivot models, and business reporting.
This course is ideal for business analysts, accountants, financial professionals, operations teams, project managers, and Excel users who work with large or inconsistent datasets and want to streamline data preparation and reporting processes.
Cancellation Policy: Participants must cancel at least two weeks (ten working days) prior to class or tuition will be forfeited.
IMPORTANT INFORMATION ABOUT PARTICIPATION: As part of our sponsorship with NASBA, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes). These may come in the form of open-ended questions, hand-raising, polling, and other techniques. You must answer or respond to all three opportunities to engage in order to receive credit for that CPE hour. Knowledge Source Inc. retains these responses after all CPE classes for audit purposes.
Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Upon successful completion of this course, participants will be able to:
