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TECHNOLOGY

When a client needs more to be cleaned and formatted before loading into
Data from the Excel file appears. The data needs

analytical capability than Power BI. Click on the Transform Data button, as
indicated by the bottom red arrow in the “Transac-
tion Detail by Account” screenshot. The Power
QuickBooks can provide, Query Editor (native to Power BI) opens to allow
the transformation of the data.
The Power Query tool can be used in Excel to
accountants can use easily record steps taken to transform and format
the data in preparation for loading into Power BI.
(It can also be saved and reused to rerun the exact
additional technological steps upon refresh of the QuickBooks report.) To
prepare the data, take the following steps:
tools, like Power BI, to 1. Remove the top three rows: Select the Ribbon
icon Remove Rows, then select Remove Top
Rows, as shown in the red circle in the screenshot
conduct the analysis. “Removing Rows.” Afterward, input 3 in the
Number of rows pop-up box and click OK. The
three top rows are deleted from the data.

2. Fill in the account name: Click on Transform
in the Ribbon menu, click Fill in the Any Column
Ribbon category, then select Down (circled in red
Removing rows in the screenshot “Filling in the Account Name”).

22 | Journal of Accountancy December 2022