Excel Yourself/Excel Power Query Series

Excel Power Query Series

This course introduces you to Power Query, the easy way to import data in to Excel. Discover how to fix common data issues with dates, missing entries and added spaces.

You will learn how to handle single files plus how to bring in multiple files and combine them.

Budget Example
Discover how to use Power Query to solve two major issues in multi file budget systems. Example uses a P&L budget.

These techniques have been applied to a budget, but could also be used for forecasting and reporting.

Learn how to
  • quickly create a budget template to speed up development time
  • link all budget files to central tables that expand
  • create dynamic drop down lists
  • compile multiple Excel budget files into a single budget layout
  • create a normalised budget listing ready for use in pivottables and formula-based reports
  • how to use folders for versions and easily update the folder in your compilation file.
This is a practical, hands-on application of Power Query in a budgeting setting.

Level: Intermediate
Duration: 3 hours
Price: AU$39

  • $39

Excel Power Query Series

  • Closed

Discover how you can import single or multiple files and also consolidate a budget with Power Query.

Contents

Introduction to Power Query

Excel_2016_PowerQuery_2020.pdf
PQ_Files_Oct_19.zip
PowerQuery2020.xlsx
Introduction to Power Query video recording
PowerQuery2020 completed.xlsx
Introduction to Power Query: Quiz

Power Query and Multiple files

As well as individual files Power Query can import a folder full of files.


Power Query & Mulitple Files
Section Materials
Excel_2016_PowerQuery_Multiple_2020.pdf
PowerQueryMulti_2020.xlsx
PQ_Multi_Files_Oct_19.zip
Excel Power Query and Multiple Files video recording
PowerQueryMulti_2020_completed.xlsx
Power Query and Multiple files: Quiz

Budgets and Power Query

Discover how to use Power Query to solve two major issues in multi file budget systems. Example uses a P&L budget.

If you have a Jul-Jun financial year you might want to get a head start on next year’s budget/forecast.

These techniques have been applied to a budget, but could also be used for forecasting and reporting.

Learn how to
  • quickly create a budget template to speed up development time
  • link all budget files to central tables that expand
  • create dynamic drop down lists
  • compile multiple Excel budget files into a single budget layout
  • create a normalised budget listing ready for use in pivottables and formula-based reports
  • how to use folders for versions and easily update the folder in your compilation file.

This is a practical, hands-on application of Power Query in a budgeting setting.
Section Materials
Excel Budgets and Power Query 2020.pdf
State_WA.xlsx
Global.xlsx
Budget and Power Query video recording
Budget & Power Query: Quiz Part One
Budget & Power Query: Quiz Part Two