1.5 CPE The course is presented in four parts.
First, brief introduction to Power Query and discuss reasons it has become very popular in Finance and Accounting:
- No more copy and paste of data.
- No more links to source files.
- No more repetitive and manual data processing.
- No VLOOKUP needed.
- Brings AI in data transformation.
- Fill the gap in Excel that cannot perform instant consolidation before, as can most cloud-based systems.
- Feed into Pivot table and pivot chart to allow for self-service reporting.
Second part demonstrates 6 basic skills in data transformation with Power Query:
- Remove columns.
- Remove rows.
- Promote headers.
- Advanced query editor.
- Query from Folder.
- Data Type.
Third, we accelerate our learning with 3 bonus functions that dramatically increase our productivity, they are:
- Merge to replace VLOOKUP().
- Unpivot.
- Exploration of AI and machine learning enabled in Power Query.
Last, the course culminates through the concept of “Instant Consolidation”, which has never been around in MS Excel until Power Query. The instant consolidation is prevalent in cloud-based accounting software.
Course Key Concept: Power Query, Advanced query editor, Query from Folder, Merge Query, Unpivot, Artificial Intelligence, Machine Learning, Instant consolidation.
Learning Objectives
- Discover state-of-the art data transformation skills.
- Explore the AI (Artificial Intelligence) that Power Query brings to us.
- Discover Power Query’s basic steps in data processing.
- Identify 3 advanced functions in Power Query that enable easy modeling in Pivot Tables.
- Recognize the significance of instant consolidation empowered by Power Query.
Last updated/reviewed: March 28, 2024
50 Reviews (193 ratings)
Reviews
William Neighbour
(Sr Analyst at Express Seed Company)
Lenny gives a great overview of Power Query. He is very detailed in this course.
tom granger
( at Washington Eductation Association)
the instructor clearly knows Excel, but as a novice to power query I feel like the course moved a bit too fast. the main benefit of the course is that I have a high level understanding of the power query application and how it can make work more efficient. however, i would need to review the course while practicing w/n power query to really understand how to make use of the functionality covered in the course.
Anonymous
(CPA)
This course has great instruction of some complicated features. It would be great to have some more complex examples with additional time reflecting a more slow work-up.. but otherwise, learning lots! I did not see my test score pop up.. just that I passed.. would have been nice to see and know.. but I'm certain to revisit these scenarios
Anonymous
(-)
This was a great overview/introduction to Power Query. Users with no exposure to the process will not be overwhelmed. Good supporting materials, but it would be nice to have access to the source files to make the practice more realistic. Overall highly recommended, especially to beginners.
Anonymous
(Accountant)
This is a great course for learning about Power Query. It helps provide ideas for how this technology could be useful for a variety of situations while giving a "real-world" example. Lenny Wu is a great instructor. I look forward to his other courses.
Michelle Hodgson-Smith
(Senior Accounting Analyst at Solutionreach)
I thought this course was great and I learned a lot. However, I had to do a bit of work in order to follow along since the supporting materials did not include the data files I needed, otherwise I would have given 5 stars.
Anonymous
(Cost Accountant)
I learned a few things from this course, but I thought it was a little basic. I am hoping it can be built upon in the next courses. Lenny was an effective communicator, so I will be happy to check out his other courses.
Anonymous
()
This has been one of my favorite courses from this instructor... and I have really enjoyed all his courses so far. I can envision so many applications for what was learned. Please make more courses like this!
Lindsey Tookey
(Director of Financial Accounting at Instacart)
Loved all the example files and ability to work through it in real time. Would like more use cases that are relevant to accounting (like performing a reconciliation, link with PowerBI, etc)
Anonymous
(CSR)
A great course for learning basic. functions in power query and learning how to navigate this powerful function. A very pragmatic approach to the application of the functions learned.
Anonymous
(Accountant)
Course did kind of move fast. I have minimal to no experience using power queries so it definitely was something new for me to learn and something I definitely need to practice.
Anonymous
(Senior Accountant)
Well laid out presentation. Through explanation. Should I ever work on consolidated reports this is great information to have as would definitely speed up the consolidating.
Nick Wright
( at WCF Insurance)
Great lesson. There are many Excel features that are not known by the vast majority of users. Illumeo does a good job of providing content to help bring those to light.
Robert Webb
(Controller at Highland Electric Fleets)
This course would be much more effective if all of the files were provided and the student was able to follow along and complete each of the functions being taught.
Anonymous
(Controller)
Understanding the basics of power queries is a game changer when it comes to taking your excel skills to the next level. This course is a great place to start.
Anonymous
(Vice President / Technology and Planning)
The best class I have even taken on power query. Great examples, excellent instruction. Highly recommended. I will try PQ on some of my current data sets.
Anonymous
()
“Power Query is a data connection technology that enables you to discover, connect, combine, and refine data sources to meet your analysis needs.”
Caitlyn Post
(Controller at OK4WD)
Course was informative. Very clear, step-by-step instruction with good real-life examples throughout. Instructor was thorough and went at a good pace.
Anonymous
(Accountant)
Confusing seems to jump all over. Tells us how to do something then explains a different way do same task. Not sure what he is trying to teach us.
Dave Storer
( at ConstructConnect)
Most useful info for real world application. I found myself slightly uncomfortable following the steps vs having things drag out forever.
Anonymous
(Accounts Payable Manager)
Really good course for advance excel users. Helpful for people who needs to come up with consolidated reporting in a short amount of time.
Anonymous
()
This was an informative course but I had trouble following along because I couldn't find all the worksheets in the Supporting Materials
Anonymous
(Director of Capital Accounting)
This course opens opportunities for users to analyze and present information in meaningful and recurring formats using simple steps.
Anonymous
(Corporate Controller)
Lenny has made this course very easy to follow and is excellent at showing examples and pacing himself to explain the topic at hand.
Abhiraj Gupta
(Financial Analyst at Osf Digital)
This is a very nice and systematic course. I have learnt a lot regarding power query though i will learn more once i practice it
Anonymous
(Sr Accountant)
This course had some great tips for using power query, even when you don't think you'd use power query. It can be quite helpful.
Anonymous
(CFO)
Good content, examples and coverage. Course moved along at a good pace and materials provided were good practice aids.
John Watkins
( at GSMS Inc)
Good course and introduction to power query.. I liked the example of automatically updating for new source files. ..
Anonymous
(Senior Financial Analyst)
Good, detailed narration. Would be much helpful with, at least, passing reference
on dashboards on consolidation.
Anonymous
(Chief Financial Officer)
An excellent course for long-time excel users to learn new features that have come to prominence in recent years.
Anonymous
(Controller)
I've never used Power Query, so this was pretty fast. I was taking notes and trying to watch video at same time.
Kim Hughes
(Accounting Manager at Lagoon Water Midstream)
I appreciate how Mr. Wu walks through steps slowly and then presents additional ways to get the same result.
Mariana Estrada
(CPA at None)
very good introduction to power query. have not used this function in excel and found it very interesting
Anonymous
(Head of Finance)
its a fantastic training. I like the trainer focus on making life easy. Once you know you know it
Anonymous
(CFO)
Great course for those that have to convert a lot of raw data from ERP systems to reports.
Anonymous
()
Extremely useful but difficult to know what sequence to watch courses from this instructor
Anonymous
(Regional Controller)
This is a good first start in using power query. I can’t wait to continue the journey.
Mucio Batista
(Treasury Lead at Ppro Financial Ltd)
Lenny courses are always great and relevant! I recommend all your courses from Illumeo.
Anonymous
(Sr. Dir Strategic Readiness Office)
Both summary and detail examples were very helpful to introduce this power tool.
Corina Ciobanu
(Financial Analyst at Osf Digital)
It is a very useful course and it is a great begging in learning Power Query.
Anonymous
(Accountant)
Good intro to power query. Will definitely use this knowledge immediately.
Anonymous
(Sr. Manager, Fixed Assets)
I am excited about the potential time savings that power query can bring.
Heather Roberts
( at The Shandy Clinic)
I would have like to have seen how you initially created the dashboard.
Anonymous
(Senior Accountant)
Well instructed and explained by examples to increase productivity
Anonymous
(Accountant)
Excellent course although I will need to watch several more times.
Anonymous
(Controllership Analyst)
Great course, it is very easy to learn the power query functions.
Ryan O'Donnell
( at Maiden Holdings, Ltd)
Great course, very useful content for building skills in query.
Anonymous
(Internal Auditor)
very interesting course. considered rare excel capabilities
Anonymous
(Auditor)
this was a great introductory class on a new topic. Thanks.
Anonymous
(Audit Manager)
A very thorough course on advanced Excel query functions.
Prerequisites
Course Complexity:
Basic Excel knowledge; be able to open one Excel file and add a new sheet, etc.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers1 Question
Lenny WuManagement Reporting Analyst, Seaspan Ship Management
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