Course Description

Get & Transform Data is an Excel feature available within the newest versions of Excel. It is a business intelligence tool  that allows you to retrieve data from a variety of sources, clean it and then transform or refine the data as needed. For example, you can import a database file, parse data, split or combine columns, change data types, group data and more. You can then take that transformed data back into Excel and analyze it using your preferred methods. What makes this feature exciting is that Excel records all your steps so  the data in the file can automatically be refreshed with Excel retrieving the source data, applying the same steps and updating the file for you. This is a huge time saver and will also reduce errors.

Version:   **This feature is only available in Excel versions starting with Excel 2016 but not all 2016 versions have it. ** To, see if you have this feature, simply click on the Data tab in Excel. You should see a section of the ribbon called Get & Transform. If you do not see this section, then you do not have the Get & Transform Data feature and will not be able to do any of the exercises in this eBook.

Objectives:

• ·         Recognize when to use the Get & Transform feature and how it works
• ·         Identify the different parts of Get & Transform Data feature
• ·         Identify and recognize how to clean and refine data using Get & Transform
• ·         Recognize different data types
• ·         Distinguish different methods of Joining tables together
• ·         Recognize how to combine and append tables or files
   

Prerequisites: Intermediate to Advanced Knowledge in Excel.
An understanding of how databases work would be helpful but not necessary.

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies