The course will be presented as in four parts.

First, brief introduction to Power Query and discuss reasons it has become very popular in Finance and Accounting:

o No more copy and paste of data;

o No more links to source files;

o No more repetitive and manual data processing;

o No VLOOKUP needed;

o Brings AI in data transformation;

o Fill the gap in Excel that cannot perform instant consolidation before, as can most cloud-based systems;

o Feed into Pivot table and pivot chart to allow for self-service reporting

Second part is to demonstrate 6 basic skills in data transformation with Power Query:

o Remove columns

o Remove rows

o Promote headers

o Advanced query editor

o Query from Folder

o Data Type

Third, we will accelerate our learning with 3 bonus functions that will dramatically increase our productivity. They are:

o Merge to replace VLOOKUP()

o Unpivot

o Exploration of AI and machine learning enabled in Power Query

Last, 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.

Course Search Keywords

- Power Query

- Advanced query editor

- Query from Folder

- Merge Query

- Unpivot

- Artificial Intelligence

- Machine Learning

- Instant consolidation

Prerequisites and Advanced Preparation

● Basic Excel knowledge

● Example: be able to open one Excel file and add a new sheet, etc.

Learning Objectives

● Discover state-of-the art data transformation skills,

● Explore the AI (Artificial Intelligence) that Power Query brings to us.

● Discover Power Query’s basic steps in data processing

● Identify 3 advanced functions in Power Query that will enable easy modeling in Pivot Tables