K2's Accessing Your Company's Data With Power Query And Power BI

Course Description

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 instantly update by clicking a button. 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. After completing this session, you will know how to turn your organization's data into repeatable, refreshable PivotTables, Power BI dashboards, and more!

Major Topics

• 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

Learning Objectives

Upon completing this course, you should be able to:

• 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

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: Fundamental knowledge of Excel
• Program Level: Intermediate
• Advance Preparation: None
• Who Should Participate: Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Instructor

• Name: Stephen Yoss
• Hometown: Big Bear Lake, CA
• Bio: Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a 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. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.