Generate Power Query tables from scratch, creating all of the formula and manipulating the Power Query engine to adapt the table as needed. Create a range of relevant reports that slice and dice key operational metrics and present data in management reports.
Description
In this Recorded webinar you will learn how to generate power query tables from scratch, creating formulas and manipulating the Power Query engine to adapt the table as needed. Upload a series of data tables and send these to the data model and generate links between the finance table, the calendar table and all support tables. Create a range of relevant reports that slice and dice key operational metrics and present this data in management reports.
Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.
Key topics:
- Build a calendar tool from scratch that will allow time sensitive reporting
- Upload tables into the data model and manipulate the tables
- Create Power Pivot links between the finance table and support tables
- Generate Power Pivot tables with cross tabulated tables
- Develop a central calculation table to draw management summaries from
- Produce a management report that draws on the key finance data
- Update the model to incorporate new financial data periodically
Note: 64-bit Excel version is required to be able to successfully complete the practical exercise discussed in this course.
As part of this webinar you will receive,
- Downloadable worksheets with practical tasks to embed the knowledge
- A comprehensive learning Manual
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Learning objectives
- Generate Power Query formula from scratch.
- Change the m code to accommodate changes in processes.
- Upload data into the data model.
- Link the tables through a series of unique identifiers.
- Create cross tabulated pivot tables from the data model.
- Summarize key data points in a management report.
Audience
Professionals working in SME or Corporate entities in specialist or analyst and mid-level career roles in job functions such as external reporting, financial control and management accounting.