Power Query: Ultimate Data Transformation

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.