Save time and minimize rework by effortlessly connecting, cleaning, and reshaping your data for use in Excel and Power BI.
Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder
The person Fortune 500s use for their financial leadership development programs
In this intensive 1-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.
Country cost--of-living adjustments and PPP (purchasing power parity) options available.
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.
Managing Data for Finance with Power Query
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's 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 Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, and Walmart.
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 6 of the top global financial training companies.
Carl 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.
Introduction to Power Query
Data Acquisition & Management with Power Query
Case Example: Replace Manual Imports with Automation through Power Query
Introduction to Data Modeling with the Microsoft Engine
Introduction to Data Analysis for Expressions (DAX)
Application of Power Query to Finance
5:00pm - 9:00pm CST
If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you