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!
Learning Objectives
- Explore to deploy a fully instant consolidation of data from different data sources.
- Identify to build a fully automated self-service reporting model from scratch.
- Recognize 7 essential formulas in Power Query.
- Explore 6 powerful functions in Power Query.
- Discover to enhance your financial reports with a Timeline that synchronizes your report title and statements.
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Prerequisites
Basic Excel and Power Query knowledge.
Example: be able to open one Excel file and connect to external data files, etc.
Recommended prerequisite: Power Query (Part 1): Ultimate Data Transformation