April 18, 2023


2 Total CPE Credits


K2's Turbocharging Small Business Reporting With Power Query

  • Instructor

    Thomas Stephens

Learning Objectives

  • Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources
  • List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query
  • Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
  • Identify an example of when you might want to use the “Open from Folder” tool in Power Query

Major Topics

  • Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query
  • Methods of automating and enhancing report generation processes using templates and refreshing data from related applications
  • Advanced Power Query techniques

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate



Advanced Preparation


Intended Audience

Business professionals desiring to improve financial and operational reporting using Excel’s Power Query feature



Register For This Event

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    $ 79 79
  • ASCPA Non-Member

    $ 109 109
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