Instructor for this course
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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:

  • 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 demonstrates 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 accelerate our learning with 3 bonus functions that dramatically increase our productivity, they are:

  • Merge to replace VLOOKUP().
  • Unpivot.
  • Exploration of AI and machine learning enabled in Power Query.

Last, the course culminates 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 Key Concept: Power Query, Advanced query editor, Query from Folder, Merge Query, Unpivot, Artificial Intelligence, Machine Learning, Instant consolidation.

Learning Objectives

  • Discover state-of-the art data transformation skills.
  • Explore the AI (Artificial Intelligence) that Power Query brings to us.
  • Discover Power Query’s basic steps in data processing.
  • Identify 3 advanced functions in Power Query that enable easy modeling in Pivot Tables.
  • Recognize the significance of instant consolidation empowered by Power Query.
Last updated/reviewed: May 16, 2022

24 Reviews (100 ratings)Reviews

4
Member's Profile
the instructor clearly knows Excel, but as a novice to power query I feel like the course moved a bit too fast. the main benefit of the course is that I have a high level understanding of the power query application and how it can make work more efficient. however, i would need to review the course while practicing w/n power query to really understand how to make use of the functionality covered in the course.
4
Anonymous Author
This course has great instruction of some complicated features. It would be great to have some more complex examples with additional time reflecting a more slow work-up.. but otherwise, learning lots! I did not see my test score pop up.. just that I passed.. would have been nice to see and know.. but I'm certain to revisit these scenarios
3
Anonymous Author
I learned a few things from this course, but I thought it was a little basic. I am hoping it can be built upon in the next courses. Lenny was an effective communicator, so I will be happy to check out his other courses.
5
Anonymous Author
This has been one of my favorite courses from this instructor... and I have really enjoyed all his courses so far. I can envision so many applications for what was learned. Please make more courses like this!
5
Anonymous Author
A great course for learning basic. functions in power query and learning how to navigate this powerful function. A very pragmatic approach to the application of the functions learned.
5
Anonymous Author
Course did kind of move fast. I have minimal to no experience using power queries so it definitely was something new for me to learn and something I definitely need to practice.
4
Anonymous Author
Well laid out presentation. Through explanation. Should I ever work on consolidated reports this is great information to have as would definitely speed up the consolidating.
5
Anonymous Author
The best class I have even taken on power query. Great examples, excellent instruction. Highly recommended. I will try PQ on some of my current data sets.
5
Member's Profile
Most useful info for real world application. I found myself slightly uncomfortable following the steps vs having things drag out forever.
5
Anonymous Author
Really good course for advance excel users. Helpful for people who needs to come up with consolidated reporting in a short amount of time.
5
Anonymous Author
Lenny has made this course very easy to follow and is excellent at showing examples and pacing himself to explain the topic at hand.
5
Member's Profile
This is a very nice and systematic course. I have learnt a lot regarding power query though i will learn more once i practice it
5
Member's Profile
Good course and introduction to power query.. I liked the example of automatically updating for new source files. ..
5
Anonymous Author
An excellent course for long-time excel users to learn new features that have come to prominence in recent years.
5
Anonymous Author
its a fantastic training. I like the trainer focus on making life easy. Once you know you know it
5
Member's Profile
Lenny courses are always great and relevant! I recommend all your courses from Illumeo.
5
Member's Profile
It is a very useful course and it is a great begging in learning Power Query.
5
Anonymous Author
Good intro to power query. Will definitely use this knowledge immediately.
4
Anonymous Author
I am excited about the potential time savings that power query can bring.
5
Member's Profile
I would have like to have seen how you initially created the dashboard.
5
Anonymous Author
Well instructed and explained by examples to increase productivity
5
Member's Profile
Great course, very useful content for building skills in query.
5
Anonymous Author
very interesting course. considered rare excel capabilities
5
Anonymous Author
this was a great introductory class on a new topic. Thanks.

Prerequisites

Course Complexity:

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

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:22Introduction to Power Query: Ultimate Data Transformation
  1:40Instructor Introduction
  2:15Background: Data Transformation Challenges
Power Query
  1:09Power Query Objectives
  4:42Power Query Introduction
  0:42Intermediate: 6 Essential Functions from Power Query
  11:01Intermediate: Part 1
  9:13Intermediate: Part 2
  4:25Intermediate: Part 3
  5:07Advanced-3 More Functions in Power Query: Part 1
  4:46Advanced: Part 2
  4:30Advanced: Part 3
  7:46Instant Consolidation
Wrap Up
  1:00Takeaways
  0:30Next Course: Advanced Modeling with Power Pivot
CONTINUOUS PLAY
  59:17Power Query: Ultimate Data Transformation
SUPPORTING MATERIAL
  PDFSlides: Power Query: Ultimate Data Transformation
  XLSXWorkbook: Session 2 - Power Query (Practice)
  XLSMWorkbook: Session 2 - Power Query (Answer)
  PDFPower Query: Ultimate Data Transformation Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM