The course will be presented as in four parts.
First, brief introduction to Power Query and discuss reasons it has become very popular in Finance and Accounting:
- No more copy and paste of data;
- No more links to source files;
- No more repetitive and manual data processing;
- No VLOOKUP needed;
- Brings AI in data transformation;
- Fill the gap in Excel that cannot perform instant consolidation before, as can most cloud-based systems;
- Feed into Pivot table and pivot chart to allow for self-service reporting
Second part is to demonstrate 6 basic skills in data transformation with Power Query:
- Remove columns
- Remove rows
- Promote headers
- Advanced query editor
- Query from Folder
- Data Type
Third, we will accelerate our learning with 3 bonus functions that will dramatically increase our productivity. They are:
- Merge to replace VLOOKUP()
- Unpivot
- Exploration of AI and machine learning enabled in Power Query
Last, the course will culminate through the concept of “Instant Consolidation”, which has never been around in MS Excel until Power Query. The instant consolidation is prevalent in cloud-based accounting software.
Course Search Keywords
- Power Query
Advanced query editor - Query from Folder
- Merge Query
- Unpivot
- Artificial Intelligence
- Machine Learning
- Instant consolidation
Goals
- Intermediate to Advanced Excel skills that will help you
- to ace your Excel skills
- to find state-of-the art Excel functions
- to make yourself the go-to-person in their office, or
- to be well positioned for your next promotion!
Prerequisites
- Basic Excel knowledge
- Example: be able to open one Excel file and add a new sheet, etc.