Get & Transform Data in Excel

Course Details


Monday, August 26, 2019

5:00am – 7:00am
(Registration: 4:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Formerly available as the Power Query add-in, the Get & Transform tools built into Excel 2016 for Windows are incredibly powerful. At a high level, users can retrieve data from a variety of sources and prepare it for use as needed.

These tools provide new ways to approach previously manual and time-consuming tasks. In this session, apply these tools to several everyday tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several .csv exports. If you frequently export/import data from one system to another, learn how to streamline workflows and gain a solid understanding of the Get & Transform query.

Materials are provided as an ebook for this course.


  • Get & Transform Query
  • Flattening data
  • Splitting and combining columns
  • Formatting data
  • Unpivoting summarized data


  • Recall the steps to create a new query.
  • Identify commands that transform data.
  • State the process to return the transformed data to Excel.

Designed For

Accountants and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts