About 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:

  • 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!

Prerequisites and Advanced Preparation

  • 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

Our Promise to You

By the end of this course, you will have learned instant consolidation using Power Query.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about automation and self-service reporting in Power Query.

Course Curriculum

Section 1 - Introduction
Introduction To Power Query 2 00:00:00
What You Will Get From This Course 00:00:00
Your Instructor 00:00:00
This Course Compared With Other Courses 00:00:00
Instant Consolidation 00:00:00
Quick Refresher To Power Query 1 00:00:00
Refresher Excel Example 00:00:00
Course Resources – Power Query 2: Building Instant Consolidation 00:00:00
Section 2 - Intermediate: Essential Formulas In Data Transformation
Essential Formula – Part 1 00:00:00
Essential Formula – Part 2 00:00:00
Essential Formula – Part 3 00:00:00
Essential Formula – Part 4 00:00:00
Section 3 - Advanced: Functions That Dramatically Increase Productivity
Connect To Data – From Folder 00:00:00
Connect To Data – Append Query 00:00:00
Transform Data – Fill Down 00:00:00
Transform Data – Group By 00:00:00
Transform Data – Parameters Query 1 00:00:00
Transform Data – Parameters Query 2 00:00:00
Transform Data – Reference 00:00:00
Section 4 - Advanced: Instant Consolidation And Self-Service Reporting
MTD And YTD: Month-To-Date And Year-To-Date 00:00:00
Consolidate 00:00:00
Dashboard 00:00:00
Timeline 00:00:00
Automate To Refresh 00:00:00
Takeaways 00:00:00
Next Course 00:00:00
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