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K2's Power Query - Ten Things You Need to Know

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA, Jr.
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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Microsoft has updated Excel’s Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session you will learn ten things every Power Query user should know to make it easier for you to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.

Basic Course Information

Learning Objectives
  • List Excel versions that include Power Query
  • Create Power queries to Pivot and Unpivot data
  • Create Power queries to split data columns and combine data columns
  • Create Power queries to group data by fiscal quarters and years

Major Subjects
  • What is Power Query
  • Importing data from various sources, including text, Excel, web sites, and databases
  • How to clean-up imported data

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products: 45


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Thu, Apr 22, 2021 - 10:00am to 11:47am EDT
Mon, May 10, 2021 - 02:00pm to 03:47pm EDT
Sat, May 22, 2021 - 01:00pm to 02:47pm EDT
Tue, Jun 15, 2021 - 08:00pm to 09:47pm EDT
Sat, Jun 19, 2021 - 09:00am to 10:47am EDT
Fri, Jul 09, 2021 - 05:00pm to 06:47pm EDT
Fri, Jul 30, 2021 - 11:00am to 12:47pm EDT
Sat, Aug 14, 2021 - 09:00am to 10:47am EDT
Mon, Aug 23, 2021 - 02:00pm to 03:47pm EDT
Wed, Sep 01, 2021 - 12:00pm to 01:47pm EDT
Fri, Sep 17, 2021 - 04:00pm to 05:47pm EDT
Tue, Oct 12, 2021 - 08:00pm to 09:47pm EDT
Fri, Oct 29, 2021 - 01:00pm to 02:47pm EDT
Tue, Nov 02, 2021 - 02:00pm to 03:47pm EDT
Tue, Nov 16, 2021 - 08:00pm to 09:47pm EST
Thu, Dec 02, 2021 - 11:00am to 12:47pm EST
Tue, Dec 14, 2021 - 10:00am to 11:47am EST

Additional Info

Basic Course Information

Original Recording Date 11/14/19
Date Added to Catalog 01/24/2020
Prerequisites Fundamental knowledge of computer operations, including Excel
Advanced Preparation None
Designed For Business professionals who utilize Power Query to extract and transform data in Excel
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.4

Total Reviews: 11


Heinemann Linda Ann H - Houston, Texas

"Great course!!"

Stringer Karen Leann S - Lubbock, Texas

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