Managing Data for Finance with Microsoft Power Query

4.8 (24)

3 Weeks

Cohort-based Course

⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.

Managing Data for Finance with Microsoft Power Query

4.8 (24)

3 Weeks

Cohort-based Course

⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.

Hosted by

Carl Seidman CPA | Microsoft MVP

The person Fortune 500s use for their financial leadership development programs

Carl Seidman CPA | Microsoft MVP

The person Fortune 500s use for their financial leadership development programs

Partial List of Current & Former Clients

Course overview

Importing data into Excel + Power BI is easy when you know how to transform it.

In this intensive 2 half-day Power Query program, attendees will embark on a step-by-step journey through data management.

We'll begin by introducing core concepts and a fundamental understanding of Power Query, a tool that enables seamless extraction and transformation of raw data from back-end systems to Excel or Power BI.

The first phase of the course emphasizes understanding the Power Query interface and learning how to connect various data sources, including databases, spreadsheets, and online services. Attendees will discover how to import data effectively, reducing the time spent on manual data entry.

The next phase focuses on data cleansing and manipulation. You'll learn how to filter, sort, and aggregate data. You'll discover the different ribbons designed for intuitive user-interface and how to apply these techniques to real-world financial application. This will include handling missing or erroneous data, which is often a challenging task in financial analysis.

The final phase delves into data modeling. Attendees will explore how to create custom calculations, both through a clear user-interface and by using Power Query's formula language, M.

These skills are essential for constructing sophisticated financial models and data models, providing the foundation for accurate forecasting and strategic planning.

By the end of the training, participants will not only master Power Query's functionality but also acquire a new perspective on data analysis. They'll be equipped with the skills to automate complex data preparation tasks, freeing them to focus on insightful analysis and decision-making.

This transformative experience is tailored to financial professionals who seek to enhance their efficiency and analytical abilities.

Whether you're a new financial analyst, s seasoned FP&A expert, or someone seeking to elevate data analysis capabilities, this course is a basic step towards a more data-driven and insightful future in your finance career.

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Seidman Financial is a division of Seidman Global LLC.

Who is this course for

Financial analysts and FP&As seeking to automate data formatting, preparation, and importing to enhance forecasting, planning, and analysis.

Accounting professionals wanting to elevate routine presentations to automated financial reporting.

Small business owners who want to adopt basic data cleaning processes to get the information they need.

Financial analysts and FP&As seeking to automate data formatting, preparation, and importing to enhance forecasting, planning, and analysis.

Accounting professionals wanting to elevate routine presentations to automated financial reporting.

Small business owners who want to adopt basic data cleaning processes to get the information they need.

Controllers who want to streamline their financial processes and save time when they import their data into files and reports.

What you’ll get out of this course

More than just content and training. It's about real financial processes

Review month-end close, adjusting entries, and recurring financial analysis
Connect to various data sources and run queries to centralize disparate data channels.

Introduction to Power Query

Overview of Power Query and its role in data analysis for finance.
Understanding how Power Query integrates with Excel and other Microsoft tools.
Setting up Power Query and exploring the user interface.

Data Import and Connections

Connecting to various data sources like databases, Excel files, web data.
Importing and refreshing data from different sources.
Managing and transforming connections.

Process flows to connect to back-end data and bring it into recurring financial analysis and reporting

Import invoice data, accounts receivable aging, POs, and accounts payable to reconcile working capital
Import monthly sales data to analyze routinely
Import finance actuals for rolling forecasts.

Data Transformation Techniques

Cleaning and transforming data using Power Query Editor.
Utilizing functions and expressions to modify data.
Handling missing values, duplicates, and data types.

Advanced Query Techniques

Writing and customizing M and DAX queries.
Building parameterized queries and reusing queries across workbooks.
Developing complex calculations and aggregations.

Integration with Financial Analysis

Using Power Query to streamline financial forecasting and budgeting.
Designing financial models and KPI dashboards.
Analyzing trends and performing variance analysis.

Best Practices and Troubleshooting

Implementing best practices for performance optimization.
Troubleshooting common issues and errors.
Tips and tricks for efficient Power Query use in a financial context.

This course includes

6 interactive live sessions

Lifetime access to course materials

33 in-depth lessons

Direct access to instructor

1 projects to apply learning

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Week 1

Jun 3—Jun 8

Jun

✨ Managing Data for Finance: Session 1 (LIVE) ✨

Tue 6/32:00 PM—4:00 PM (UTC)

Module 1: What is Microsoft Power Query and Why Does it Matter to Finance

4 items

Jun

✨ Managing Data for Finance: Session 2 (LIVE) ✨

Fri 6/62:00 PM—4:00 PM (UTC)

Module 2: Data Acquisition & Management with Power Query

8 items

Module 3: Dynamic Tables and Integration with Power Query

3 items

Week 2

Jun 9—Jun 15

Jun

✨ Managing Data for Finance: Session 3 (LIVE) ✨

Tue 6/102:00 PM—4:00 PM (UTC)

Module 4: Data Modeling with Power Query

7 items

Jun

✨ Managing Data for Finance: Session 4 (LIVE) ✨

Wed 6/112:00 PM—4:00 PM (UTC)

Module 5: Data Analysis Expressions (DAX) and Integration with Power Query

5 items • Free preview

Module 6: Power Pivot and Integration with Power Query

4 items

Week 3

Jun 16—Jun 20

Jun

✨ Managing Data for Finance: Session 5 (LIVE) ✨

Thu 6/192:00 PM—4:00 PM (UTC)

Module 7: Tying it All Together

2 items

Jun

Optional: 🏫 Managing Data for Finance with Microsoft Power Query: Open Office Hours (LIVE) 🏫

Fri 6/202:00 PM—3:00 PM (UTC)

Optional

✍️ Capstone Business Case: Build a Dynamic Data Flow Process

1 item

4.8 (24 ratings)

What students are saying

Meet Carl, your instructor and guide

Carl Seidman CPA | Microsoft MVP

Carl serves as a Fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.

He is a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:

ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.

Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 7 of the top global financial training companies.

Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.

He's been where you want to be and does the work you want to do.

Contact: info@seidmanfinancial.com

What Other Attendees Have Said

Everything was explained great and motivated me to incorporate power query to my every day job. Demos were explained thorough.

Daniel Flores

Forensic Technology Services Manager at BDO USA, LLP

Feel fully empowered to use Power Query. Made things simple. Everyone in group should take.

John Thatcher

Managing Director at BDO USA

This was one of the better training classes: interesting subject matter, informative, and engaging. I enjoyed the class immensely, and would highly recommend it.