About this courseThe course is presented in four parts.
First, a brief introduction to Power Query and discuss reasons it has become very popular in Finance and Accounting:
o Consolidate various types of data source files;
o Instant consolidation allows accountants to consolidate files in seconds;
o Facilitate self-service reporting by using Macro and Timeline.
o No more need to request for ad-hoc reports from report builders!
The Second part demonstrates 7 intermediate formulas in data transformation with Power Query:
o 5 Text Formulas
o Date Formula
o Conditional formula
Third, we accelerate our learning with 6 advanced functions that dramatically increase our productivity. They relate to:
o How to consolidate files from same sources / file types,
o How to consolidate files from different sources / file types,
o How to fill gaps in rows,
o How to SUM without using Pivot Table,
o How to filter rows using a changing value, and
o 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!
Field of Study: Computer Software & Applications
This course includes:
schedule2 hours on-demand video
signal_cellular_altIntermediate level
task_altNo preparation required
calendar_todayPublished At Apr 22, 2022
workspace_premiumCertificate of completion
calendar_todayUpdated At Jan 20, 2025