Power Query 2: Building an Instant Consolidation

The course is presented in four parts.

First, brief introduction to Power Query and discuss reasons it has become very popular in Finance and Accounting:

• Consolidate various types of data source files.
• Instant consolidation allows accountants to consolidate files in seconds.
• Facilitate self-service reporting by using Macro and Timeline.
• No more need to request for ad-hoc reports from report builders!

Second part demonstrates 7 intermediate formulas in data transformation with Power Query:

• 5 Text Formulas.
• Date Formula.
• Conditional Formula.

Third, we accelerate our learning with 6 advanced functions that dramatically increase our productivity. They relate to:

• How to consolidate files from same sources / file types.
• How to consolidate files from different sources / file types.
• How to fill gaps in rows.
• How to SUM without using Pivot Table.
• How to filter rows using a changing value, and
• How to quickly change folder.

Last, the course culminates through introducing the concept of “Instant Consolidation” and “Self-service Reporting”, and teaches the expert level of automating the whole data refresh cycle through controlled period selection from a Timeline!