Scaling New Heights

Advanced Training for Accounting Professionals

Power Query 101

Speaker(s): Ernest Cook

Designed for the ProAdvisor, this session shows the basic techniques needed to leverage power query to enhance your everyday use of Microsoft Excel. We start with QuickBooks reports and show how to build a repeatable process for transforming the information to a way that you need it.

Learning Objectives:

  • Understand how using Power Query is different than other Excel techniques e.g. Vlookup, convert from text, copy/paste
  • Understand how to find Power Query (aka Get and Transform) and the major options in the program
  • Convert raw IIF file into a simple text file that can be imported to other systems
  • Convert QuickBooks sales report into a commission report


Length (in minutes): 50

Level (Basic, Intermediate, Advanced): Intermediate

Prerequisites: Knowledge of QuickBooks reports

CPE Field of Study: Computer Software and Applications

CPE Hours: 1

EA/AFSP CE Hours: 0

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