MYCPE ONE

Power Query Advanced: Building Instant Data Consolidation 1.5 Credits 1.5 Credits

Apr 27, 2026, 12:30 PM EDT

Power Query Advanced: Building Instant Data Consolidation 1.5 Credits 1.5 Credits

Part 2

  • Lenny Wu

    | MBA, MA, CPA, CGA

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Computer Software and Applications

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Apr 27, 2026, 12:30 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Deploy a fully instant consolidation of data from different data sources.
  • Build a fully automated self-service reporting model from scratch.
  • Recognize seven essential formulas in Power Query.
  • Understand six powerful functions in Power Query.
  • Enhance your financial reports with a Timeline that synchronizes your report title and statements. 

Course Overview

If consolidating data and generating reports is time-consuming or users frequently request specific snapshots, this course offers a faster, more efficient solution for quick consolidation and versatile reporting.

This course provides a comprehensive overview of Power Query and explores why it's become indispensable for consolidating various data source files. Learn how to perform instant consolidations in seconds and leverage self-service reporting with tools like Macro and Timeline, eliminating the need for ad hoc reports from report builders.

The course progresses with a deep dive into seven intermediate formulas for data transformation, including five text formulas, a date formula, and a conditional formula. We then accelerate your learning with six advanced functions that boost productivity: file consolidation, gap filling, SUM operations without Pivot Tables, and dynamic row filtering. Finally, we introduce the concepts of “Instant Consolidation” and “Self-service Reporting,” teaching you how to automate the entire data refresh cycle with controlled period selection using Timeline. 

Major Topics Covered:

  • Instant Consolidation with Power Query
  • Quick Refresher to Power Query
  • Transformation of Data
  • Intermediate: 7 essential formulas in Power Query

Join this course to master instant data consolidation and automate your reporting with advanced Power Query techniques for greater efficiency.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Data & Analytics for Associate Professional in Talent Development (APTD) 1.5 CEU Approved
Data & Analytics for Certified Professional in Talent Development (CPTD) 1.5 CEU Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Certified Internal Auditors (CIA) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Data & Analytics for Associate Professional in Talent Development (APTD) 1.5 CEU Approved
Data & Analytics for Certified Professional in Talent Development (CPTD) 1.5 CEU Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible

Additional Information

Credits

1.5

Credits

1.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

ATD APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is an approved sponsor with the Association for Talent Development (ATD) (Provider Number – 12141825), ensuring that all continuing education (CE) programs offered align with ATD’s standards. As a sponsor, MY-CPE maintains accurate attendance records, retains detailed program outlines, and ensures that the length of class hours meets ATD's requirements. Our sponsor status guarantees that all CE programs remain relevant and up-to-date for learning and development professionals.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Lenny Wu

Lenny Wu | MBA, MA, CPA, CGA

FP&A Systems Lead, DEEL Canada Service Inc.

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.

Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.

Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (52%)

Very Good (32%)

Average (16%)

Poor

Terrible

Shannan Ulm

Shannan Ulm, CPP

5

The session was hands on, which I love. I can see myself using what I learned. Would recommended.

LFC

Luis F Castano, Masters (Accountancy)

5

Very interesting class. Some times the presenter go too fast from one teme to another.

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Data Consolidation

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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