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An Auditor's New Bestie: PowerQuery!

Learn how to harness Power Query to audit smarter, not harder, with tools already at your fingertips.

Created byElizabeth McDowellworkspace_premiumBest Instructor
BeginnerUpdated Jan 9, 2025

What You'll Learn

  • check_circleUnderstand the fundamentals of Power Query and its applications for internal auditors.
  • check_circleExplore techniques for cleaning, transforming, and combining data from various sources.
  • check_circleDevelop foundational skills to automate repetitive data tasks and improve audit workflows.
  • check_circleDemonstrate practical use cases of Power Query in real-world audit scenarios.

About This Course

This engaging course introduces internal auditors to Power Query, a powerful tool for simplifying data transformation and enhancing audit efficiency. Led by Elizabeth McDowell, a seasoned internal auditor and winner of the 2023 Internal Audit Beacon Award, the course provides practical insights into using Power Query to streamline audit workflows.

With step-by-step guidance, you’ll explore the tool’s menus, learn how to load and transform data, and apply steps to simplify complex tasks. Designed for internal auditors seeking to audit smarter, this course is a must for anyone looking to elevate their data analysis skills.

Course Content

6 activities • 5 videos • duration: 1h 13m

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Introductions to Elizabeth and to this Course1 videos • 1 quiz • 4 min
  • videocamIntroductions to Elizabeth and the Course
    Duration 4:54
  • quizFeedback Question
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Introduction to Power Query!1 videos • 1 quiz • 21 min
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Getting the Data + Data Housekeeping Best Practices1 videos • 1 quiz • 25 min
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Loading the Data!1 videos • 1 quiz • 11 min
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Getting Data from a FOLDER + Wrapping it Up!1 videos • 1 quiz • 9 min
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Final Assessment1 quiz

Your Instructor

Elizabeth McDowell

Audit Smarter, not Harder - with Elizabeth and Audie the Internal Otteror!

menu_book32 courses
star1,274 reviews

Elizabeth McDowell, CPA, CIA has over 20 years of audit experience and is the founder of Audit Forward, an innovative internal audit consulting and training firm. Elizabeth is passionate about advancing and advocating for the internal audit profession and was recognized as one of the 2023 Internal Audit Beacons by Richard Chambers. Elizabeth makes auditing and training fun (no, really!) with the help of her mascot, Audie the Internal Otteror. Elizabeth’s most recent industry experience was at Achieve, where she was Sr. Director, Audit Strategy; prior to that, she held internal audit leadership roles at Elevations Credit Union, Fidelity Investments, and Xcel Energy after first starting her career at Ernst & Young.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0 out of 5
Student's Choice
52 reviews
  • SW
    Shirley W.
    starstarstarstarstar

    Convenience

  • ME
    Michael E.
    starstarstarstarstar

    Super helpful, and very easy to follow the instructor.

  • KM
    Kalleigh M.
    starstarstarstarstar

    Interested to play around with it a bit to see if it will help in our external audit testing. I'm sure it will!

  • SM
    Susan M.
    starstarstarstarstar

    Very practical

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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