Connect, Transform, and Analyze Data Like a Pro with Power Query
4.00 Credits
Member Price $180
Non-Member Price $230
Overview
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.
Highlights
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
Prerequisites
None
Designed For
Update this attribute value to the course desired audience.
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.
Preparation
None, but working knowledge of Excel will be helpful.
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $230
Member Price $180