This course is designed for finance and accounting professionals to teach you how to automate you loading and cleaning of data files in Excxel.
Welcome to Microsoft Excel Power Query, a comprehensive course designed to transform the way you handle data. I am your course instructor Paul Barnhurst, also known as the FP&A Guy, and this course introduces you to the robust capabilities of Excel's built-in ETL (Extract, Transform, Load) tool. I learned about Power Query in 2017, and it helped me get promoted at my job.Â
If you have ever spent hours manually copying, pasting, and cleaning messy datasets, this course will teach you how to automate those processes, saving you time and eliminating errors. Power Query is a game-changer that lets you handle millions of rows of data and build repeatable workflows without writing complex code.
In this course, you will start with a tour of the Power Query interface, understanding the ribbons, the formula bar, and the query settings pane. You will learn how to connect Excel to various data sources, ranging from standard tables and CSV files to more complex sources like PDF documents and websites. The course emphasizes practical application, guiding you through real-world scenarios where you must clean and reshape data to make it analysis-ready. You will also discover how to bypass Excel's row limitations by loading data directly into Pivot Tables or the Data Model.
Key topics covered in this course include:
By the end of this module, you will have the skills to turn messy, disjointed data into clean, structured reports that update with a simple click of the Refresh button. Whether you are a business analyst, a finance professional, or an Excel user looking to increase efficiency, Microsoft Excel Power Query provides the tools you need to master your data and automate your workflow.
Paul Barnhurst, The FP&A Guy, is a highly respected FP&A (Financial Planning and Analysis) professional, corporate trainer, consultant, and dynamic public speaker. As the founder of www.thefpandaguy.com, Paul is committed to sharing expert knowledge and resources in the field of finance, helping both individuals and organizations enhance their financial planning and business strategy capabilities. Paul’s academic credentials include a Master of Science in Information Management and an MBA in Finance. He also holds the prestigious FPAC (Financial Planning & Analysis Certified Professional) certification from AFP, and the FPAP (Financial Planning and Analysis Professional) from CFI and is recognized as an Advanced Finance Modeler (AFM) by the Financial Modeling Institute (FMI). These qualifications reflect his dedication to mastering the technical and strategic elements of financial planning. In addition, Paul has earned the elite distinction of Microsoft MVP for his excellence with Microsoft Excel, demonstrating his ability to harness and teach the advanced capabilities of the software, a key tool in the FP&A profession. As a recognized thought leader in the FP&A community, Paul regularly engages with his audience of over 100,000 LinkedIn followers, providing valuable insights, best practices, and tools to optimize financial processes. Paul has over a decade of hands-on experience in financial analysis, forecasting, budgeting, and business strategy. His real-world expertise and approachable teaching style have made him a sought-after trainer and mentor, helping professionals at all stages of their careers develop the skills needed to succeed in today’s fast-paced business environment. He is also the host of three popular finance podcasts that discuss FP&A, financial modeling, and the future of finance as it relates to finance and technology.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
