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Introduction to Data Analytics with Power Query (Get and Transform in Excel 2016)


In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators. Power Query, part of Microsoft Power BI suite, is indispensable for extracting, transforming and loading data (the “ETL” of the commonly referred to ETLR). In this session, we will explore the basics of the Power Query add-in – extracting, transforming and preparing data for analysis.

Course Author: Donald Tomoff

Author/Leader Biography

Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.

Learning Objectives
  • Import and transform basic data into Excel using Power Query.
  • Understand and apply the data load capabilities of loading into Excel versus loading into the “data model”, and why it matters.
  • Transform data and add extra fields to the data set to drive increased data flexibility for analysis purposes.
Major Topics

In this course, we take a deep dive into Power Query (Excel 2016 Get and Transform), which is Excel’s robust query tool. We will explore the basics of extracting and transforming data, which is the first necessary step to data analysis and reporting! Topics include:

  • Top 6 features most important to accountants (data source flexibility, appending queries, unpivot, etc.)
  • Exploration of real Power Query use cases, many of which accountants could implement immediately
  • A summary of top resources and experts to get you started on the journey of learning Power Query
  • Excel workbooks will be made available for all participants to use at their leisure and further explore the topics discussed.
Business Learning Institute
Course Level
CPE Field of Study
Information Technology
Who Should Attend

Any business professional responsible for managing and working with data

Donald Tomoff

Comfortable with Excel navigation and data related topics – LOOKUP, Pivot Tables, Data Tables, etc. would be helpful, but not required

Advanced Preparation


Event Information
Oct 7, 2019
12:00 pm - 1:00 pm EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Introduction to Data Analytics with Power Query (Get and Transform in Excel 2016)

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