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Live Webcast Replay

K2's 2024 Accessing Your Company's Data With Power Query And Power BI


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.

Basic Course Information

Learning Objectives
  • 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

Major Subjects
  • 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

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Tue, Jun 04, 2024 - 04:00pm to 06:00pm PDT
Wed, Jun 12, 2024 - 09:00am to 11:00am PDT
Thu, Jun 20, 2024 - 11:00am to 01:00pm PDT
Tue, Jul 02, 2024 - 01:00pm to 03:00pm PDT
Sat, Jul 27, 2024 - 07:00am to 09:00am PDT
Fri, Aug 02, 2024 - 09:00am to 11:00am PDT
Thu, Aug 22, 2024 - 11:00am to 01:00pm PDT
Fri, Sep 06, 2024 - 01:00pm to 03:00pm PDT
Thu, Sep 19, 2024 - 07:00am to 09:00am PDT
Thu, Oct 03, 2024 - 09:00am to 11:00am PDT
Fri, Oct 18, 2024 - 11:00am to 01:00pm PDT
Thu, Nov 07, 2024 - 04:00pm to 06:00pm PST
Sat, Nov 23, 2024 - 07:00am to 09:00am PST
Fri, Dec 06, 2024 - 09:00am to 11:00am PST
Mon, Dec 16, 2024 - 11:00am to 01:00pm PST
Tue, Dec 24, 2024 - 01:00pm to 03:00pm PST
Thu, Jan 02, 2025 - 07:00am to 09:00am PST
Sat, Jan 25, 2025 - 09:00am to 11:00am PST
Thu, Feb 06, 2025 - 04:00pm to 06:00pm PST
Wed, Feb 19, 2025 - 01:00pm to 03:00pm PST
Tue, Mar 04, 2025 - 07:00am to 09:00am PST
Mon, Mar 17, 2025 - 09:00am to 11:00am PDT
Thu, Apr 03, 2025 - 11:00am to 01:00pm PDT
Sat, Apr 19, 2025 - 01:00pm to 03:00pm PDT
Mon, May 05, 2025 - 07:00am to 09:00am PDT
Wed, May 21, 2025 - 09:00am to 11:00am PDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Excel
Advanced Preparation  None
Designed For

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

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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