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Corporate Finance Institute

Power Query Fundamentals

via Corporate Finance Institute

Overview

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Power Query Fundamentals Overview

Master the art of efficient data handling with Power Query, a vital tool for modern data professionals. This course guides you through the essentials of data extraction and transformation, teaching you to seamlessly integrate data from multiple sources. You’ll learn common techniques for cleaning and restructuring datasets, ensuring they are analysis-ready. By mastering these skills, you’ll transform time-consuming data preparation into an efficient, automated process.

Dive into the practical applications of Power Query in real-world scenarios. We’ll cover automation of data connections, consolidation of data from multiple files, and effective troubleshooting of common issues. Designed for both Excel-focused analysts and Business Intelligence professionals, this course equips you with the expertise to spend less time on data manipulation and more on delivering impactful insights.

Power Query Fundamentals Learning Objectives

By the end of this course, you will be able to:
  • Identify the characteristics of good and bad data using the principles of data normalization.
  • Extract data from CSV and Excel files and automate basic transformations such as Pivot and Unpivot.
  • Extract information from fields that combine two or more values.
  • Transform datasets by grouping or combining data from different tables or even multiple files from the same folder.
  • Avoid, interpret, and fix errors and exceptions that you experience in Power Query.
  • Load transformed data into Excel for use as automated data feeds.

Who should take this course?

This Power Query course is perfect for anyone who wants to build up their understanding of Business Intelligence. This course is designed to equip anyone who desires to begin a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with the fundamental knowledge of Power Query.

Software requirements

Power Query is available in most versions of Microosft Excel and Power BI. To find out if it is specifically available in your version, follow this link:

https://learn.microsoft.com/en-us/power-query/power-query-what-is-power-query#where-can-you-use-power-query

Syllabus

  • Getting Started
  • Basic Transformations
  • Extracting Information
  • Consolidating Data
  • Dealing with Errors
  • Course Summary
  • Qualified Assessment

Taught by

Sebastian Taylor

Reviews

4.9 rating at Corporate Finance Institute based on 300 ratings

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