Power Query and Power Pivot: A Practical Introduction for Finance, Accounting, and Tax Professionals

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Description

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Microsoft Excel is one of the most important computer applications for accountants and finance professionals at all levels.

Power Query (Get & Transform in Excel 2016 and newer versions) and Power Pivot within Microsoft Excel lets you connect, gather, transform, and combine data very efficiently, which will enable any finance, accounting, tax professionals to automate processes that are very manual and repetitive.

This is an introductory workshop that will help you develop the basic skills to start transforming and analyzing data with Microsoft Excel Power Query and Power Pivot. After completing this workshop, you will be able to get data from various sources, prepare and analyze large amount of data efficiently using Power Query and Power Pivot. With his background in Accounting and Tax, the Trainer will be using Profit and Loss, Balance Sheet or POS data in the examples and hands-on exercises. This will facilitate learning and allow you to directly apply your knowledge learned in the workplace.

A more advanced workshop in Power BI will be conducted subsequently if you wish to take your skills on M and DAX further after this session.

What you will learn

By the end of the workshop, you will :

• Be able to connect and transform data using Power Query
• Be able to organize data and create relationships between data in Power Pivot
• Learn the basic skills to start analyzing and visualizing data with Power Pivot

Programme Outline

Connect and transform data using Power Query

• What is Power Query (M)?
• Excel workbook
• CSV
• Database
• Web
• How do I edit a query?
• How do I format data?

Advanced data transformation techniques (M)

• Merge vs. append
• Merge vs. data modelling
• Cardinality
• Pivot and unpivot
• Parameter
• Custom function
• Folder
• API

Data modeling and DAX

• What is data modeling?
• What are related tables?
• What is DAX?
• Traditional Pivot vs. Power Pivot

Analyze and visualize data using Power Pivot

• PivotTables
• PivotCharts
• Import a data model to Power BI

Laptop Requirements

You are required to bring along an internet-enabled laptop (Windows only)*.

Your laptop should be installed with one of the following Microsoft office products*

• Office 365 Pro Plus
• Office 365 Enterprise E3
• Office 365 Enterprise E5
• Office Professional 2016
• Office 2016 Professional Plus (volume licensing only)
• Excel 2016 standalone

* Please note Power Pivot is NOT available in the following subscriptions:

• Office 365 Education
• Office 365 University
• Office 365 Home
• Office 365 Personal
• Office 365 Small Business Premium
• Office 365 Business Essentials
• Office 365 Business
• Office 365 Business Premium
• Office 365 Enterprise E1
• Office Home & Student 2013
• Office Home & Student 2016
• Office Home & Business 2013
• Office Home & Business 2016
• Office for Mac
• Office for Android
• Office RT 2013
• Office Standard 2013
• Office Professional 2013
• All Office versions older than 2013

To check which Office product is installed on your laptop:

1. Open Excel and go to “File”.
2. Click “Account” at the lower left-hand corner.
3. The license information will be displayed under "Product Information"

Prerequisites

• A basic knowledge in common Excel functions such as IF, SUMIF, VLOOKUP, HLOOKUP, and
• A basic knowledge in Excel pivot tables and pivot charts, and
• A basic knowledge in relational database OR a basic knowledge in Power BI

Expert Speaker

John Kim

John is a US Certified Public Accountant licensed in New York State. He leads the business intelligence service practice of A Tax Advisor Pte Ltd, and provides a variety of solutions (e.g., technology and data strategy, data transformation and integration, process improvement and automation, and data analytics services) and business process outsourcing services to corporate finance and tax departments.

John utilizes over fifteen years of combined experience in corporate financial reporting and analysis, corporate tax compliance and provision, executive financial dashboard management, technology and performance improvement, data modeling and warehousing, and ERP integration to assist corporate finance and tax functions with improving performance and managing business risk using business intelligence.

Before joining A Tax Advisor Pte Ltd, John was part of EY’s Tax Technology and Transformation group (formerly known as Tax Performance Advisory) in Washington, New York City and Singapore.

Prior to joining EY, John was a financial analyst in charge of the development of Business Objects tools, data modeling and warehousing, and executive financial dashboard management for a global manufacturing company in the United States.