Streamline Your Financial Data Workflow with Power Query: Extract, Transform, and Load Data Efficiently
- Delivery: Virtual
- Facilitators: Dan Stockdale
FACILITATOR
Dan Stockdale
Dan, a CIMA-qualified financial modeller and ex-PwC consultant. He is a Power BI Online Trainer and works as a financial modeller at London Business School.
Power Query Course Overview:
Elevate your finance team’s data skills with our comprehensive Power Query course. Designed for both beginners and experienced users, this course will empower your team to harness the full potential of Power Query for efficient data preparation. Your team will learn how to extract, transform, and clean data from various sources, making Power Query an indispensable tool for your financial operations.
Through this course, your team will master handling complex data structures, merging and appending tables, performing calculations, and applying advanced transformations effortlessly. With practical hands-on exercises and real-world examples, your finance team will gain the expertise needed to tackle common data challenges confidently.
Say goodbye to manual data manipulation and embrace automated workflows that save time and eliminate errors, allowing your team to focus on strategic analysis and decision-making.
COURSE 1
POWER QUERY
COURSE 2
POWER BI
COURSE 3
COPILOT
COURSE 4
PYTHON FOR EXCEL
Learning Outcomes
Course Reviews
Who is Power Query for
Finance Professionals:
This course is for finance professionals, including analysts, accountants, and planners. This course will enable finance professionals to enhance their data transformation and cleansing skills, streamline preparation, and improve accuracy. Power Query enables optimized workflows and ensures financial reports are reliable and current, supporting informed decision-making.
Finance Leaders:
Finance leaders, such as CFOs, finance managers, and directors, rely on strategic insights from financial data to drive success. The Power Query course equips finance leaders to manipulate data, establish real-time connections, and create data-driven insights. By leveraging Power Query, finance leaders can make informed decisions, enhance operations, and maximize profitability, fulfilling their crucial roles effectively.
Data Analysts:
Power Query provides robust tools for data manipulation and visualization, allowing data analysts to identify trends and generate insights. By completing the Power Query course, analysts can expand their skills, becoming proficient in extracting actionable intelligence from financial datasets. This proficiency enhances their ability to deliver valuable insights and supports data-driven decision-making within their organizations.
Meet Your Course Facilitator
Dan Stockdale
Lead Creator UK, Europe, Middle East and Africa
Dan is a Power BI Online Trainer who also works as a Financial Modeller for London Business School. He is an ex-PwC consultant specializing in strategic, operational and financial modelling.
He has delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.
He is a CIMA qualified and currently trains finance professionals across the globe through a number of market leading financial training institutions.
Course Content
COURSE 1
POWER QUERY
In this first course, your team will learn to simplify and accelerate data transformation with Power Query. Mastering this powerful tool enables your team to establish robust data connections, ensuring seamless integration across various systems and enhancing the accuracy and reliability of your financial information. This course delves into advanced techniques for thorough data cleansing, removing inconsistencies and errors to guarantee pristine and trustworthy data. By mastering Power Query, your team will significantly improve the efficiency of financial operations, delivering precise and insightful analysis to support strategic decision-making.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 2
POWER BI
This second course will transform your team’s efficiency by implementing Power BI within hours. This powerful tool will drastically shorten your monthly close processes, allowing your team to draw deeper, more meaningful conclusions from your data. With Power BI, your team can generate self-serve, actionable insights that empower every member to make data-driven decisions swiftly and confidently. Our comprehensive training ensures your team can harness the full potential of Power BI, streamlining financial operations and enhancing overall productivity.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 3
COPILOT
The third course in the Automation Accelerator bundle is a game-changer for corporate finance teams looking to revolutionize their month-end financial close process. By mastering Copilot, an essential AI technology, your team can significantly enhance the efficiency and accuracy of financial operations. This course provides in-depth training on leveraging Copilot to automate routine tasks, reduce manual errors, and streamline workflows. With Copilot, your team will be equipped to handle complex financial data, generate insightful reports, and make data-driven decisions faster than ever before.
Delivery:
On-Demand
12 Months Access
Video Based Format
COURSE 4
PYTHON FOR EXCEL
The final course in the Automation Accelerator bundle is designed to equip your corporate finance team with the skills needed to streamline your month-end financial close using Python for Excel. This course focuses on automating finance functions to efficiently extract and process data, integrating customized functions tailored to your specific needs. Your team will learn to leverage Python's powerful capabilities to enhance data accuracy, reduce manual labor, and accelerate financial reporting. By mastering these techniques, your finance team can significantly improve operational efficiency, ensuring timely and precise month-end closes, and freeing up valuable resources for more strategic tasks.
Delivery:
On-Demand
12 Months Access
Video Based Format
Trusted and Accredited
Tools Your Team Will Learn
Efficient Data Transformation:
Master the art of streamlining, automating, and optimizing data transformation processes, saving time and effort in data preparation.
Data Connection Mastery:
Learn how to effortlessly connect to various data sources, ensuring you always have access to up-to-date financial data for your analyses.
Data Cleansing Expertise:
Enhance data accuracy by mastering data cleansing techniques, allowing you to eliminate inconsistencies and errors from your datasets.
Dynamic Reporting:
Create interactive and dynamic financial reports and dashboards that provide valuable insights to stakeholders, empowering data-driven decision-making.
Workflow Optimization:
Optimize and streamline your financial analysis workflows for greater efficiency, enabling you to work smarter and accomplish more in less time.
Power Query & DAX Skills:
Gain confidence in using Power Query and DAX to automate financial tasks, making your processes more efficient and error-free.
Data-Driven Decision Making:
Develop the skills to support data-driven decision-making within your organization, providing actionable insights for improved financial performance.
Adaptability and Agility:
Be prepared to adapt to changing business needs with agility and confidence, thanks to your newfound skills in data transformation and analysis.
After Completing the Power Query Course, Your Team will…
- Streamline and automate complex data transformation processes.
- Optimize your financial analysis workflows for efficiency.
- Effectively use Power Query and DAX to automate financial tasks.
- Demonstrate your expertise in data transformation and analysis.
- Cleanse and enhance datasets to improve data accuracy and reliability.
- Connect to a variety of data sources with ease, ensuring accurate financial data.
- Stay ahead in the finance industry with essential AI skills for the month-end financial close process.
Case Studies
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Speak to Catherine or Shelly Today
to Book Your Team on this Course
Book a call with one of our finance team training directors to discuss your requirements and book your training.
Catherine Marks
Finance Team Training Director
Shelly Adams
Finance Team Training Director
