The Power Query and Power Pivot Mastery in Advanced Excel Training Course offered at Oxford Training Centre equips professionals with the knowledge and practical expertise to transform complex datasets into meaningful insights with speed, accuracy, and consistency. This training delves into the integration of Power Query for data transformation and Power Pivot for advanced analytics, enabling participants to manage large datasets, automate data preparation, and develop sophisticated analytical models directly within Excel.
Delivered within the scope of Accounting Finance and Budgeting Training courses, this programme bridges advanced Excel functionalities with real-world financial and business analysis requirements. Participants will gain the ability to consolidate data from multiple sources, clean and transform information, and apply data modelling techniques that enhance reporting quality and business decision-making.
From building accurate, dynamic dashboards to applying DAX functions in Power Pivot for deeper analysis, this course ensures professionals develop both technical skills and analytical thinking. The emphasis is on practical applications, enabling learners to immediately apply what they have mastered to corporate reporting, budgeting, forecasting, and performance monitoring tasks.
Objectives
- Utilise Power Query for data transformation training to clean, shape, and merge datasets from multiple sources.
- Apply Advanced Excel Power Pivot course concepts to build robust data models for financial and business analysis.
- Integrate Power Query and Power Pivot mastery into existing Excel workflows for greater efficiency.
- Implement Power Pivot DAX functions training to create calculated fields, measures, and KPIs.
- Apply Advanced Excel data modelling techniques for complex reporting needs.
- Develop automated, repeatable processes for importing and preparing data.
- Consolidate and analyse large datasets without performance issues.
- Use Power Query and Power Pivot for business analysis to support strategic planning and forecasting.
- Combine Power Query and Power Pivot to produce interactive, high-impact reports and dashboards.
Target Audience
- Accountants and auditors using Power Query and Power Pivot for accountants to streamline reporting processes.
- Finance managers and analysts leveraging Power Query and Power Pivot for finance professionals to improve data accuracy and insight.
- Business analysts and operations managers applying data modelling with Power Query and Power Pivot for operational decision-making.
- Professionals in budgeting, forecasting, and corporate performance monitoring.
- IT and reporting specialists who require step-by-step Power Query and Power Pivot training for business intelligence tasks.
- Consultants and project managers who consolidate data from multiple departments and systems.
- Anyone seeking to master Excel Power Query for data cleaning and shaping and Excel Power Pivot for advanced analytics for complex reporting scenarios.
How Will Attendees Benefit?
- Gain comprehensive knowledge of Excel Power Query and Power Pivot skills for professional data analysis.
- Learn how to master Power Query and Power Pivot in Excel for both finance and non-finance contexts.
- Build efficiency by automating data imports and transformations with data automation in Excel with Power Query.
- Develop expertise in Excel Power Pivot for advanced analytics to handle complex measures and time intelligence calculations.
- Understand best practices for integrating Power Query and Power Pivot in Excel reporting for consistency and scalability.
- Improve the accuracy of financial reports and dashboards through structured data modelling.
- Produce insightful, interactive visualisations and KPIs using building advanced Excel dashboards with Power Query and Power Pivot techniques.
- Strengthen decision-making processes through using Power Query and Power Pivot for business intelligence.
Course Content
Module 1 – Introduction to Power Query and Power Pivot
- Overview of Power Query and Power Pivot training course capabilities in Excel.
- Understanding how both tools integrate to enhance reporting and analysis.
- Exploring real-world business cases for Power Query and Power Pivot in finance.
Module 2 – Power Query Fundamentals for Data Transformation
- Importing and connecting to multiple data sources.
- Excel Power Query for data cleaning and shaping – removing errors, duplicates, and irrelevant data.
- Merging, appending, and transforming datasets for analysis.
Module 3 – Power Pivot Essentials for Data Modelling
- Creating and managing data modelling with Power Query and Power Pivot.
- Building relationships between tables for streamlined analysis.
- Understanding measures, calculated columns, and hierarchies.
Module 4 – Advanced Data Modelling Techniques
- Applying Advanced Excel data modelling techniques for finance and operations.
- Managing large datasets for optimal performance in Excel.
- Structuring data for scalability and future-proofing reports.
Module 5 – Power Pivot DAX Functions for Analysis
- Overview of Power Pivot DAX functions training for calculations and KPIs.
- Using time intelligence functions for period-based reporting.
- Building calculated measures for advanced financial and business insights.
Module 6 – Automation and Process Efficiency
- Data automation in Excel with Power Query – setting up scheduled data refreshes.
- Creating reusable queries and models to reduce manual intervention.
- Integrating automated reporting templates with Power Query and Power Pivot.
Module 7 – Integrating Power Query and Power Pivot in Reporting
- Integrating Power Query and Power Pivot in Excel reporting for interactive dashboards.
- Linking models to pivot tables, charts, and Excel slicers.
- Applying best practices for professional and reliable output.
Module 8 – Building Interactive Dashboards and Reports
- Building advanced Excel dashboards with Power Query and Power Pivot for finance and operations.
- Designing KPI-driven reports with clear visual hierarchy.
- Publishing and sharing dashboards for business intelligence.