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.
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
Major Topics
- Optimizing Data Analysis with Power Query in Excel and Power BI
- Streamlining Data Connections across Multiple Sources
- Advanced Data Cleansing Techniques for Financial Analysis
- Custom Column Creation and Data Transformation Strategies
