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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This workshop is an introduction to Excel Power Query. The course will be extended to include data analysis, reporting, and presentation using Excel Tables, Pivot Tables and Pivot Charts. At the end of the workshop, participants will be able to use Power Query to extract data from various sources, perform required transformation, and summarize and present data in useful reports /dashboards. Participants will also be able to automate recurring and routine work, in addition, building on Power Query capabilities, they will be able to design their reports once, then refresh and update new data with a click of a button

Learning Outcome

Extract data from various sources using Power Query

Apply complicated data cleansing and transformation techniques using Power Query

Present the output on Excel Pivot Tables and Pivot Charts.

Design automated reports which can be updated automatically with a click of a button

Course Outline

  • Introduction
  • Using excel tables
  • Proper data sets for data analysis
  • Pivot Tables (optional - based on participants knowledge)
  • Introduction to Power Query
  • using Power Query for data extraction.

  • Use Power Query for data cleansing
  • Use Power Query to append tables
  • Use Power Query to join tables
  • Present output in Pivot Tables & Pivot Charts
  • Excel automated interactive dashboards
  • Update & refresh dashboards.

Who Should Attend

Head of Internal Audit= Internal Audit Mangers= Internal auditors= Finance professionals.