Power Query (Part 2): Building an Instant Consolidation (Video) (Course Id 2215)

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!

Course Learning Objectives

• Deploy a fully instant consolidation of data from different data sources
• Build a fully automated self-service reporting model from scratch
• Recognize 7 essential formulas in Power Query
• Understand 6 powerful functions in Power Query
• Enhance your financial reports with a Timeline that synchronizes your report title and statements