Instructor for this course

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: June 13, 2021

10 Reviews (53 ratings)Reviews

Anonymous Author
Well instructed and explained by examples to increase productivity
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.
Member's Profile
Most useful info for real world application. I found myself slightly uncomfortable following the steps vs having things drag out forever.
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.
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
Member's Profile
Good course and introduction to power query.. I liked the example of automatically updating for new source files. ..
Anonymous Author
its a fantastic training. I like the trainer focus on making life easy. Once you know you know it
Member's Profile
Lenny courses are always great and relevant! I recommend all your courses from Illumeo.
Member's Profile
It is a very useful course and it is a great begging in learning Power Query.
Anonymous Author
this was a great introductory class on a new topic. Thanks.


Course Complexity:

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

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
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
  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
  0:30Next Course: Advanced Modeling with Power Pivot
  59:17Power Query: Ultimate Data Transformation
  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