Power Query: Ultimate Data Transformation
Making Instant Consolidation Possible!
Office Productivity,Microsoft,Power Query
Lectures -18
Resources -3
Duration -1 hours
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Course Description
The course will be presented in four parts:
First Part:
A 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:
Demonstrate 6 basic skills in data transformation with Power Query:
- Remove columns.
- Remove rows.
- Promote headers.
- Advanced query editor.
- Query from Folder.
- Data Type.
Third Part:
We will accelerate our learning with 3 bonus functions that will dramatically increase our productivity. They are:
- Merge to replace VLOOKUP().
- Unpivot.
- Exploration of AI and machine learning enabled in Power Query.
Fourth Part:
The course will culminate 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.
Goals
- Intermediate to Advanced Excel skills that will help you.
- to ace your Excel skills.
- to find state-of-the-art Excel functions.
- to make yourself the go-to person in their office.
- to be well positioned for your next promotion!
Prerequisites
- Basic Excel knowledge.
- Example: be able to open one Excel file and add a new sheet, etc.
Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
5 Lectures
- Introduction 00:25 00:25
- Instructor's background 01:28 01:28
- Background - Data transformation challenges 02:15 02:15
- Power Query to the Help! 01:42 01:42
- Purpose of this Course! 00:33 00:33
Power Query - from Basic to Advanced
9 Lectures
Conclusion
2 Lectures
Supporting Materials
1 Lectures
Instructor Details
Lenny Wu
Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).
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