Course Details
Connect, Transform, and Analyze Data Like a Pro with Power Query
Course ID#: 428 | Short Title: Power Query Basic | Category: Excel
Course Description
In today’s data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis. Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis.
As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions, participants will not only have sharpened their analytical capabilities but will also carry the confidence to tackle complex data challenges with ease. Don’t miss the opportunity to refine your data skills and bring new levels of proficiency to your financial analysis.
Major Topics
- Streamlining Data Connections across Multiple Sources
- Advanced Data Cleansing Techniques for Financial Analysis
- Custom Column Creation and Data Transformation Strategies
- Optimizing Data Analysis with Power Query in Excel and Power BI
Who Should Attend
Ideal for financial analysts seeking to elevate their data management skills with Power Query.
Learning Objectives
- Apply Power Query features to automate data retrieval from diverse sources for Excel and Power BI.
- Demonstrate the process of cleaning and organizing datasets to ensure accuracy and usability.
- Construct custom columns and implement advanced data transformations to enhance financial reporting.
- Analyze and compare data combination techniques to optimize analysis in Excel and Power BI reports.
- Synthesize course learnings to produce streamlined and impactful financial data analysis workflows.
Course Specifics
Level |
Advanced Preparation |
Prerequisites |
Recommended Duration |
|---|---|---|---|
| Basic | None, but working knowledge of Excel will be helpful. | None | 150 Minutes |
CPE Credit Recommendations
Primary
|
Primary
|
Secondary
|
Secondary
|
|---|---|---|---|
| Specialized Knowledge | 3 | Not Applicable | Not Applicable |
Created and Updated Dates
Creation Year |
Update Year |
Update Date |
|---|---|---|
| 2024 | 2024 | 01/26/24 |
© Copyright 2024 Stephen M. Yoss. All Rights Reserved.
No part of these CPE courses may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author, except for noncommercial uses permitted by copyright law. For more information about this course or any other of Stephen’s content, please visit https://yoss.io
