Connect, Transform, and Analyze Data Like a Pro with Power Query

Connect, Transform, and Analyze Data Like a Pro with Power Query - Virtual

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Availability

Registration Required

Online Meeting

Jul 20, 2026 9:00 AM - 1:00 PM CT

Cost

Member: $260.00

Non-Member: $345.00

Retired: $260.00

Educator & Government & Non-Profit Employee: $260.00

Credit Offered

4 CPE Credits

Field of Study:

4 Specialized Knowledge

In today's data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis.

Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis. As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions, participants will not only have sharpened their analytical capabilities but will also carry the confidence to tackle complex data challenges with ease. Don't miss the opportunity to refine your data skills and bring new levels of proficiency to your financial analysis.

Apply Power Query features to automate data retrieval from diverse sources for Excel and Power BI.
Demonstrate the process of cleaning and organizing datasets to ensure accuracy and usability.
Construct custom columns and implement advanced data transformations to enhance financial reporting.
Analyze and compare data combination techniques to optimize analysis in Excel and Power BI reports.
Synthesize course learnings to produce streamlined and impactful financial data analysis workflows.

Streamlining Data Connections across Multiple Sources
Advanced Data Cleansing Techniques for Financial Analysis
Custom Column Creation and Data Transformation Strategies
Optimizing Data Analysis with Power Query in Excel and Power BI

Ideal for financial analysts seeking to elevate their data management skills with Power Query.

Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you have questions at least 24 hours before the course begins: webinar@k2e.com. Thank you.