Excel for Accountants: Power Query & PivotTables to Import & Clean Data and Build Reports

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Excel Accounting Seminar: 2017 WAATP Tacoma Accounting Conferences at La Quinta Inn, July 12
This is the second video in a series of two videos.
This video will teach you about how to use Power Query and PivotTables to clean, transform data and make summary PivotTable Reports. Take multiple Text files and import them into a single table which can be used for PivotTable reports and can be updated easily when new data arrives.
Topics in Video:
(00:10) Introduction to video topics and Excel files and how to navigate large workbook and video
(01:19) Overview of all Power Query & PivotTable steps in the video, including looking at Text Files that we need to import.
38. (07:05) Power Query To Import and Append Multiple Text Files with Sales Data. See how to use the From Folder feature to import many Text Files into a Single Proper Data Set thatr you can then use for PivotTable Reports.
39. (14:26) Power Query To Clean Data. Clean imported data before it is loaded to an Excel Sheet or the Data Model.
40. (17:30) Power Query To Merge Lookup Tables With Sales Table. See how to use the Combine, Merge, Left Outer Merge Feature to replace the VLOOKUP Function.
41. (22:50) PivotTable Basics and Monthly Profit Change and % Change Report using Show Values As feature and the PivotTables Group by Month feature.
42. (33:43) Build Cross Tabulated Report With Slicer and learn how to use the “Show Report Filter Page” option to create many PivotTables, each on a new sheet with a single click.
43. (39:56) Gross Profit Report, including a Formula in a PivotTable (Calculated Field)
44. (44:00) Add New Data and Update Reports
45. (46:18) Excel 2013 or 2016 Data Model to Reduce File Size Dramatically
(50:24) Conclusion & Summary
Event Sponsored by:
Puget Sound/Tacoma Chapter WAATP
Vice President
Darlene Sondergaard
Location:
La Quinta Inn
1425 E 27th St,
Tacoma, WA 98421
Event Details:
Wednesday, July 12 at 8 AM
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