For years, Excel users have relied on complex formulas, manual parsing, and “text-to-columns” to clean up data. Power Query is the natural successor to these legacy methods, providing a professional-grade environment for building updatable, repeatable reports. This course explores how to move beyond basic spreadsheet manipulation to a workflow that automates the “grunt work” of accounting. With over 70 different transformation tools at your fingertips, you will learn how to parse, split, combine, and concatenate data with precision, ensuring that once you build a report, you never have to build it again. We will focus on the versatility of the Power Query engine, demonstrating how it handles the “bad data” practitioners face daily from clients and system exports. While the core of the course is about mastering the built-in UI transformations, we will also explore high-value advanced features like the Power Query Editor and the strategic use of parameters to make your reports even more flexible. We will also briefly look at how generative AI tools like Microsoft Copilot can act as an assistant to help you navigate these 70+ tools, ensuring your data pipeline remains robust and efficient as your reporting needs evolve.
CPAs and accounting professionals looking to automate manual Excel data cleanup tasks.
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