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Get and Transform – Power Query for audit, tax and advisory professionals
Area: People Development
Topic: Get & Transform Power Query workshop for audit, tax and advisory professionals
Cost: Complimentary
Duration: 3 hours
Are you spending hours each week cleaning up your data, copying and pasting from one source to another and performing one routine activity after another? Are you thinking, surely there is a better way?
True story: in April 2018, we showed one accountant how one task that took the seasoned professional five and a half hours a week could be done in eight seconds. All she needed was Power Query. Power Query / Get & Transform can help you extract, load and transform data automatically, freeing you up to spend more time analysing and less time preparing reports. This course shows you how you can design rich and interactive data preparatory tools that look like they have spent weeks in development yet take seconds to run.
Who should attend?
Audit, tax or advisory professionals that work with data from different sources and want save time.
Key learning through clear pragmatic exercises
This 3 hour live course develops practical case studies exploiting many of the powerful tools and functionalities of Excel’s Power Query / Get & Transform. Using hands-on examples throughout, you will learn how to convert mountains of uncleansed data into key business information reported efficiently and effectively.
Key benefits
– Find and connect to data from a wide variety of sources including performing online searches
– Learn how to cleanse data quickly and automatically without the need for tedious task work
– Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modelling Programme outline
– Importing data using Power Query from a range of sources
– Transforming data – splitting columns, pivoting and unpivoting results, cleaning data inputs
– Appending queries together, and bringing whole folders of files into Excel
– Reconciliation and transformation tricks that will save you hours
Facilitator EMEA workshop: Kathryn Newitt
Kathryn has 25+ years experience in Software development and specialises in
Power Query and PowerBi. She has delivered numerous online and face-to-face
training sessions on Power Query and PowerBi and has contributed or co-
contributed 400+ PowerQuery / Get & Transform articles, so is a real expert on the
topic. Kathryn is a Microsoft MVP-elect.
Facilitator APAC workshop: Liam Bastick
Liam has over 30 years’ experience in financial model development / auditing,
valuations, M&A, strategy, training and consultancy.
Liam has headed Ernst & Young’s modelling team in Melbourne and was an
Assistant Director in their strategic valuations team in London. He was also a
senior member of the UK Post Office’s M&A and strategy teams.
Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of
the Institute of Chartered Management Accountants (CIMA) and is a
professional mathematician.
He has published the following books: An Introduction to Financial Modelling, Power BI MVP Book, Excel Insights, Continuing Financial Modelling, Financial Modelling in Power BI Liam has been a Microsoft MVP for the last 12 years and speaks at global conferences on Excel, PowerBI and financial modelling.
If you have any questions about this interactive workshop please contact Alastair McTavish at alastair.mctavish@nexia.com
Are you looking to develop and retain your top talent?
- To access high-quality Audit, IFRS and professional skills learning join 2200+ Nexians using the Nexia Learning Hub and register on www.nexialearning.com
- Watch Bean Audit learning – testimonials from Nexia members to learn why a growing number of member firms are using Bean Audit learning to help develop their trainees auditors.
APAC workshop: 14 November 2024 at 3:00am UK time
EMEA workshop: 14 November 2024 at 9:00am UK time
APAC workshop: 14 November 2024 at 3:00am UK time
EMEA workshop: 14 November 2024 at 9:00am UK time
