Excel for Accountants - Power Query & PivotTables to Import & Clean Data and Build Reports

Excel for Accountants - Power Query & PivotTables to Import & Clean Data and Build Reports

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) Excel 2013 or 2016 Data Model to Reduce File Size Dramatically

10 of 11

10 of 11

) Excel 2013 or 2016 Data Model to Reduce File Size Dramatically

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Classroom Contents

Excel for Accountants - Power Query & PivotTables to Import & Clean Data and Build Reports

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  1. 1 ) Introduction to video topics and Excel files and how to navigate large workbook and video
  2. 2 ) Overview of all Power Query & PivotTable steps in the video, including looking at Text Files that we need to import.
  3. 3 ) Power Query To Import and Append Multiple Text Files with Sales Data. See how to use the From Folder feature to import many Text Files into a Single Proper Data Set thatr you can then use for Pivot…
  4. 4 ) Power Query To Clean Data. Clean imported data before it is loaded to an Excel Sheet or the Data Model.
  5. 5 ) Power Query To Merge Lookup Tables With Sales Table. See how to use the Combine, Merge, Left Outer Merge Feature to replace the VLOOKUP Function.
  6. 6 ) PivotTable Basics and Monthly Profit Change and % Change Report using Show Values As feature and the PivotTables Group by Month feature.
  7. 7 ) Build Cross Tabulated Report With Slicer and learn how to use the “Show Report Filter Page” option to create many PivotTables, each on a new sheet with a single click.
  8. 8 ) Gross Profit Report, including a Formula in a PivotTable (Calculated Field)
  9. 9 ) Add New Data and Update Reports
  10. 10 ) Excel 2013 or 2016 Data Model to Reduce File Size Dramatically
  11. 11 ) Conclusion & Summary

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