D4: Power Query (Get & Transform) for Excel and Power BI Desktop (1 day)

In-Person and Virtual Classroom(in-house only) - Live, instructor-led, interactive training

All of our courses are available for In-house Training. We can also run training virtually. We provide live, instructor-led, interactive courses and our world-class instructors guide you through every step. Our Course Facilitators have over 20 years' experience in delivering training for clients all over the world. A number of Public Courses are scheduled for Perth. Face-to-Face interstate and international training is back in full swing but can still be delivered using online platforms.

 

Power BI (including Power Query & Power Pivot) are the biggest Excel news items in the last 10 years. They give Excel users the power to draw information out of multiple sources, link it together then perform calculations on it that can then be sliced & diced any way you want.

This hands-on course is focused on real-world techniques utilising the amazing capabilities of Power Query.

This 1-day course covers the core elements needed to get an understanding of what Power Query can do. You will use Power Query to extract and shape data from a variety of sources and data layouts.   You will learn to consolidate 50 csv files instantly, “un-pivot” data and replace VLOOKUPS with merged queries.

This focused course delves deeper into Power Query and how to get the most from this amazing tool.  You will learn how to amend the “M”code generated by the Power Query interface, create re-usable custom functions and set up dynamic parameters for your queries.

Expert Facilitators | Customise & run this course In-House | Course Enquiry

What you get from this course

  • Understand how Power Query can save hours of manual effort in extracting and manipulating data
  • Learn how to consolidate and merge data sets from multiple sources
  • Understand best practice design to ensure robust and clear processes are adopted
  • Provides an introduction to Power Query’s “M” language

Pre-requisites

This is an intermediate course and users should already be comfortable with Excel formulas to get the most from this course.

Participants should be familiar with functions & concepts such as VLOOKUP and SUMIFS.

The focus is on Excel 2016 and Power BI Desktop but the knowledge gained can be easily applied to Excel 2010 or Excel 2013

Agenda Highlights

Power Query Introduction

  • Creating your first Query
  • Understanding the Power Query Interface
  • Splitting data columns
  • Replacing values
  • Cleaning out leading spaces
  • Joining text together
  • Removing unwanted rows and columns
  • Understanding Data Types

In-depth Power Query

  • Transforming more complex data sets
  • Adding calculated columns
  • Consolidate 50 CSV files instantly
  • How to “un-pivot” data
  • How to join multiple sources into one table
  • How to replace VLOOKUPS with “Merge”
  • Organising and documenting queries

Advanced Technique with Power Query and an Introduction to M language

  • Creating a mapping check to ensure all your data is mapped correctly
  • Using variables for query parameters
  • Introduction to the Advanced Editor and M language
  • Creating re-usable custom functions
  • Setting up a parameter table and a re-usable parameter function
  • Calendar Creator
  • Techniques for debugging M Code

Who should attend?

  • Excel users & analysts that sepnd time extracting, re-organizing and analyzing data
  • Anyone interested in saving huge amounts of time in automating the work involved in creating recurring reports and dashboards

Related Courses

D3 Power Query and Power Pivot for Excel (2 days)
This Power BI course is focused on real-world techniques and goes in-depth into how to get the most from these amazing utilities: Power Query, Power Pivot, Power BI Desktop
D6 Power BI Essentials (2-3 days)
All the key aspects you need to know to begin developing Power BI reports for the business. Create stunning interactive reports and share amazing insights! Power BI gives Excel users the power to extract data from multiple sources, link it together, perform calculations and create powerful visualisations.
D7 Advanced Power BI (2-3 days)
Take your Power BI, DAX and Power Query skills to the next level, handling more complex data and reporting scenarios. Power BI is taking the world by storm, providing amazing functionality that transforms how you connect to your data and create useful information for the decision makers in your business.
D8 Power BI Coaching Day (1 day)
Remove roadblocks, improve efficiencies, get fresh ideas with a one-day one-on-one coaching session!

Facilitator: Jeff Robson

Masters (Applied Finance), B.Com (Accounting & Information Systems), FAIM, F Fin, GAICD, CISA, Excel Expert| LinkedIn | Jeff is the founding Director and Principal Business Analyst at Access Analytic Solutions. He has over 20 years’ experience in chartered accounting, business management and consulting. Jeff holds a Masters in Applied Finance and is a Certified Information Systems Auditor. He is highly regarded and recognised around the world as an expert in the field of financial modelling and Power BI reporting. His achievements have been recognised by his peers and he is a Fellow of both the Financial Services Institute of Australasia and the Australian Institute of Management. Jeff has extensive experience in best practice management reporting, data analytics, business analysis, and financial modelling and is also an entertaining international presenter and trainer on these subjects. Jeff is the author of a number of white papers on financial modelling on subjects such as Financial Modelling Best Practices and Financial Model Auditing. He provides training for companies throughout Australia, New Zealand, Asia, South Pacific, the Middle East, and Africa.

Facilitator: Wyn Hopkins

Excel MVP, B.Sc. (Hons) Accounting & Financial Management | LinkedIn | Wyn qualified as a Chartered Accountant with PricewaterhouseCoopers in the UK in 2000, before working as an analyst for the FTSE 100 companies HBOS and Barclays. Microsoft awarded him the status of  Most Valuable Professional for the 7th year running in 2023. This recognises his expertise and willingness to share his knowledge via blogs, articles, community events and YouTube videos. The Access Analytic YouTube channel now has over 85, 000 subscribers. Wyn is an experienced Trainer and Excel / Power BI Developer. Since joining Access Analytic in 2007, he has delivered hundreds of amazing solutions for clients including many for Chevron and other leading organisations in Perth.

Facilitator: Yury Tokarev

PhD, Chartered Accountant, Bachelor of Business (Finance and Economics), Microsoft Certified Excel Expert (MCEE) | LinkedIn | Yury is a Director and an International Training Specialist at Access Analytic Solutions. He has over 25 years of experience in corporate finance, chartered accounting, and consulting. Prior to his current role he worked in Business Services and Advisory at WHK Chartered Accountants and Corporate Finance at one of the top European Investment Banks. Yury has wealth of experience having delivered hundreds of Financial Modelling, Power BI and Excel solutions to clients ranging from start-ups to multi-billion corporations, including Chevron, Woodside, Northern Star Resources, Quadrant Energy, TransAlta and many more. Yury is also an international trainer on these subjects, and provides training for companies throughout Australia, Asia, the Middle East, South Pacific and South America.

Benefits & Inclusions

Practical: Highly experienced facilitators who actively and regularly consult to clients also.
Applicable: apply what you learn to your job to further your career.
Hands-on: the course is designed to provide maximum hands-on experience.
Passionate: Our facilitators love this subject!
Clear: we specialise in translating complex subjects into concepts that are easy to understand.
On-going help: you can always e-mail the facilitator.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion, showing 7.5 hrs of Continuing Professional Development (CPD) per day.
… and much more!

Companies today are demanding increasing value and greater returns from their training budget.

The best way to achieve this is to run in-house courses where we come to your office and provide a customised course for your staff.

Benefits

  • More Relevant: we can customise our courses to suit your training needs and may even be able to incorporate some of your own data or models into the training to make it more relevant and useful for the participants
  • More Flexible: schedule the training when it suits you best.  You can even schedule the training days across multiple weeks to reduce the impact on workloads & schedules.
  • More Convenient: we come to your office so there’s no travel time or cost for your staff.  We are happy to travel to remote office locations, interstate or overseas.
  • More Affordable: in-house courses are up to 80% cheaper than sending the same number of people on a public course.  This lets you train more people for less!
  • No hidden extras: we provide a fixed fee up-front that includes all costs
  • Small or Large: in-house training is cost-effective for groups as small as 4 people.  You can even organise your own group if you wish by combining with other companies/colleagues!

Call us on +61 8 6210 8500 to discuss your requirements or enquire online.

Discount:
– A 10% discount applies when booking 10+ full days of training in any 30 day period