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Power Query: Ultimate Data Transformation

Created by Lenny Wu, Last Updated 12-Nov-2020, Language:English

Power Query: Ultimate Data Transformation

Making Instant Consolidation Possible!

Created by Lenny Wu, Last Updated 12-Nov-2020, Language:English

What Will I Get ?

  • 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!

Requirements

  • Basic Excel knowledge
  • Example: be able to open one Excel file and add a new sheet, etc.

Description

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

Course Content

Lenny Wu

Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies. 

Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.

Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.

Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).