Get & Transform Introduction (2.5 CPE, 1 Year)


Course Description

If you frequently export/import data from one system to another, you will definitely want to understand how to use a Get & Transform query to streamline your work. At a high level, Get & Transform queries enable us to retrieve data from a variety of sources and prepare it for use.


Formerly available as the Power Query add-in, the Get & Transform tools built-in to Excel 2016+ for Windows are incredibly powerful. They provide new ways to approach tasks that were previously manual and time-consuming. In this course, we’ll apply these tools to several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. Includes a free 55 page Introduction to Get & Transform e-book!



An Introduction to Get & Transform Queries (1:05:40)

This course shows how to use Get & Transform queries to perform the following transformations (instead of using the traditional methods):

  • • Flatten data (instead of manually filling labels down)
  • • Split columns (instead of using FlashFill, LEFT, RIGHT, and MID)
  • • Combine columns (instead of using FlashFill or concatenation)
  • • Format text (instead of using UPPER, LOWER, and PROPER Excel functions)
  • • Remove duplicates (instead of the data ribbon command)
  • • Merge queries (instead of using VLOOKUP)
  • • Compare lists (instead of using COUNTIFS)
  • • Unpivot summarized data (instead of using copy/paste)
  • • Create a new column and group by (instead of using a PivotTable)
  • • Combine many csv files (instead of copy/paste)

Learning Objectives

  • • State which Excel tool can retrieve data from external data sources and perform a variety of transformations
  • • Recognize at least three file types supported by Power Query
  • • Recall which transformation option can essentially replace the use of VLOOKUP to combine table values

Additional Information

  • • Recommended CPE Credits: 2.5 Hours
  • • Program Level: Basic
  • • Prerequisites: None
  • • Advance preparation needed: None
  • • Delivery method: QAS Self-Study
  • • Field of Study: Computer Software & Applications
  • • Registration: To register, click the Buy Now button and complete the checkout process
  • • Complaint Resolution: or 949-200-7688
  • • Enrollment Period: 1 Year


Excel University, 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 the 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:
Price: $87.00
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