Power Query Advanced: Building Instant Data Consolidation 1.5 Credits
Part 2
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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:
Join this course to master instant data consolidation and automate your reporting with advanced Power Query techniques for greater efficiency.
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 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 Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1.5 Points | Eligible |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1.5 Points | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 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 Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1.5 Points | Eligible |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1.5 Points | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 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 Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1.5 Points | Eligible |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1.5 Points | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 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 Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Data & Analytics for Certified Professional in Talent Development (CPTD) | 1.5 Points | Eligible |
| Data & Analytics for Associate Professional in Talent Development (APTD) | 1.5 Points | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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.
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 recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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.
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