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

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

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

Course - K2's Accessing Your Company's Data With Power Query And Power BI
Topics Learning Objectives Description Compliance

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

  1. Outline Power Query’s noteworthy features and functions and how you can use them for reporting projects
  2. Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports
  3. List the various methods to transform your data using Power Query before importing it into a report.
  4. Demonstrate connecting Power Query and Power BI to a sample data server

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!

Compliance Information

Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects None Computer Software and Applications 2 Credits January 3, 2024

Overview

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!

Course Details

  • 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

  1. Outline Power Query’s noteworthy features and functions and how you can use them for reporting projects
  2. Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports
  3. List the various methods to transform your data using Power Query before importing it into a report.
  4. Demonstrate connecting Power Query and Power BI to a sample data server

Intended Audience — Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – January 3, 2024

Revision Date

Course Authors

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