AICPA Power Query Course for Accountants | 4 CPE
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Official AICPA & CIMA Introduction to Data Analytics with Power Query (Get and Transform) — 4 CPE credits of online self-study in faster, repeatable data preparation in Excel. Built for finance professionals whose monthly work still includes copy-paste reporting, manual data cleanup, repeated GL exports or messy spreadsheet consolidation. Eduyush is an official AICPA & CIMA channel partner serving learners worldwide, with prices displayed in your regional currency at checkout.
4 CPE credits · NASBA: Information Technology · Advanced level · Online self-study · 1-year access · SKU BLI509919
Key takeaways
- Official course title: Introduction to Data Analytics with Power Query (Get and Transform), SKU BLI509919
- CPE value: 4 CPE credits in the NASBA field of study: Information Technology
- Level: Advanced — best for confident Excel users who already work with business data
- Format and access: Online CPE self-study with 1 year of access after purchase date
- No digital badge: The official page does not state a digital badge for this SKU; learners wanting a badge should consider a data analytics certificate instead
- Authored by: Donald Tomoff
What is Power Query in Excel for accountants?
Power Query, also called Get & Transform in Excel, helps users connect to external data, shape it, combine it and load it into Excel for reporting. Microsoft describes the four main phases as Connect, Transform, Combine and Load, which matches how accountants usually prepare data before analysis. Power Query records the transformation steps and re-runs them automatically when a query is refreshed — useful for recurring finance work where the source file changes each month but the cleanup steps stay the same.
| Power Query step | What it means in finance work | Simple example |
|---|---|---|
| Connect | Bring data into Excel from files, databases, web or other supported sources. | Connect to monthly sales files saved in a folder. |
| Transform | Clean and reshape data without changing the original source. | Remove blank rows, fix date formats and split account codes. |
| Combine | Append or merge multiple tables into a cleaner analysis view. | Combine twelve monthly GL exports into one table. |
| Load | Send prepared data to a worksheet or the Excel Data Model. | Load cleaned data into a management report model. |
Official course facts
The official AICPA & CIMA listing describes this as an online advanced-level Information Technology course with 4 CPE credits, using Power Query to extract, transform and prepare data for analysis.
| Course item | Verified detail |
|---|---|
| Official title | Introduction to Data Analytics with Power Query (Get and Transform) |
| Provider | AICPA & CIMA |
| Format | CPE Self-study, Online |
| CPE credits | 4 CPE |
| NASBA field of study | Information Technology |
| Level | Advanced |
| Author | Donald Tomoff |
| Digital badge | Not stated on the official product page for this SKU |
| Availability | 1 year after purchase date with full paid access |
| Product number / SKU | BLI509919 |
| Official source | AICPA & CIMA Power Query course page |
Who provides what
| Role | Organisation |
|---|---|
| Course provider | AICPA & CIMA (Association of International Certified Professional Accountants) |
| Course author | Donald Tomoff |
| Authorised reseller and purchase support | Eduyush |
Who should take this Power Query course?
This course fits professionals who already work with Excel data and want to reduce repetitive preparation work. It is not a beginner Excel course — it is set at advanced level and is better for users who understand tables, reports and finance data and now want repeatable preparation steps.
| Learner profile | Fit | Typical task improved |
|---|---|---|
| Accountant or senior accountant | Strong fit | Standardising trial balance, GL and expense exports each period. |
| Auditor | Strong fit | Preparing client transaction files for sampling or exception review. |
| FP&A analyst | Strong fit | Combining actuals, budgets and revised forecasts from several files. |
| Controller | Good fit | Refreshing monthly dashboards from updated source data. |
| Excel beginner | Too advanced | This is advanced level; build core Excel comfort first. |
What you learn
You learn how to import data into Excel, transform it, choose between loading to a worksheet or the Data Model, and add fields that make analysis more flexible — focused on data preparation, the first step before reporting or analytics.
Official learning objectives:
- Import and transform basic data into Excel using Power Query.
- Understand and apply the difference between loading into Excel and loading into the Data Model, and why it matters.
- Transform data and add extra fields to the data set to improve flexibility for analysis.
Power Query use cases for accounting, audit and FP&A teams
Power Query is valuable when the same messy data problem repeats every week or month. The tool records the preparation steps, so you can refresh the query when the next file arrives instead of rebuilding the cleanup manually.
| Manual finance problem | Power Query workflow | Why it matters |
|---|---|---|
| Monthly GL exports arrive with extra rows and inconsistent headings. | Remove rows, rename columns, set data types and save the query steps. | No need to repeat the same cleanup from memory next month. |
| Sales data is split across twelve monthly files. | Append files into one combined query. | The CFO gets one clean sales table instead of a folder of separate files. |
| Customer names differ between billing and collection reports. | Merge datasets using a common key where available. | Receivables review becomes easier because sources can be compared in one place. |
| A trial balance export has columns that should be rows. | Use unpivoting to reshape the table. | The data becomes suitable for pivot tables, dashboards and analysis. |
| A report must be rebuilt monthly from the newest source file. | Refresh the query after updating the source file. | Reporting becomes less dependent on manual copy-paste steps. |
Where this fits: the AICPA data analytics pathway
Power Query is the practical Excel-tool layer of the analytics journey. The certificate pathway covers foundational concepts, data preparation, and visualization and communication of insight.
| Learning need | Recommended course | How it connects |
|---|---|---|
| The foundation first | Data Analytics Core Concepts | Start here for the language and mindset of analytics. |
| Broader data preparation with a badge | Data Processing and Analysis | A 14-CPE certificate covering profiling, cleansing, mining and modelling. |
| Presenting insight | Data Visualization and Communication | Use this when the challenge is charts, storytelling and stakeholder communication. |
| Hands-on Excel automation | Power Query course (this course) | Apply data-preparation ideas inside Excel. |
Why buy this Power Query course through Eduyush?
Eduyush is an authorised reseller of selected AICPA & CIMA learning products, serving learners worldwide. Prices are displayed in your regional currency at checkout, and the Eduyush team processes your enrolment so the activation email comes directly from AICPA within 1–2 working days.
Eduyush support includes
- Regional pricing support where available for eligible learners, with checkout in your local currency
- Enrolment processed by the Eduyush team — AICPA activation email within 1–2 working days
- Guidance on whether this 4-CPE course is enough, or a certificate pathway with a badge fits better
- Activation and access guidance after purchase
- Support for teams and firms buying multiple AICPA & CIMA learning products
FAQs on the AICPA Power Query course
What is the official title of this Power Query course?
The official AICPA & CIMA title is Introduction to Data Analytics with Power Query (Get and Transform). The product number or SKU is BLI509919.
How many CPE credits does the course provide?
The official listing shows 4 CPE credits in the NASBA field of Information Technology. Learners should check their own professional body rules before claiming credit.
Is the course beginner level?
No. The official listing shows the level as Advanced. It is best for users comfortable working with Excel data who want Power Query for cleaner, repeatable data preparation.
Does this Power Query course include a digital badge?
No. The official AICPA product page for SKU BLI509919 does not state a digital badge. If you need a badge, consider the AICPA data analytics certificate products, such as Data Processing and Analysis, before purchasing.
Is Power Query the same as Get and Transform?
Yes. Microsoft describes Power Query as known as Get & Transform in Excel. It helps users connect, transform, combine and load data for reporting and analysis.
Should I take Data Analytics Core Concepts before this course?
It depends on your confidence. If you understand analytics basics and want hands-on Excel automation, this course can be a good fit. If you are new to analytics language and project framing, start with Data Analytics Core Concepts first.
How soon do I get access after buying through Eduyush?
After you enrol through Eduyush, the Eduyush team processes your enrolment and the activation email comes directly from AICPA within 1 to 2 working days. This is a digital product, so no physical materials are shipped, and access lasts 1 year from purchase.
Last verified: Official course facts checked on 13 July 2026 against the official AICPA & CIMA product page. Details may change. Learners should verify pricing, access, CPE eligibility and course availability before purchase.
