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Excel Power Tools for FP&A: Power Query and PowerPivot
Summary
Learn how to leverage Power Query and Power Pivot for streamlined data preparation, advanced modeling, and automated reporting, so you can handle large datasets more efficiently.
Explore ways you can effectively address the growing need for efficiency, accuracy, and actionable insights in modern FP&A workflows. In this course, Carl Seidman shows you how to connect and automate data imports from various sources into Excel. Find out how Power Query can automate data cleanup, while Power Pivot can help you establish relationships among datasets for insightful analytics. Learn how to leverage DAX to create measures and calculated columns that can handle large data volumes and simplify complex calculations. Plus, discover how to create engaging dashboards using advanced Excel features like KPIs, slicers, timelines, and sets for impactful storytelling. With these skills, you'll be better prepared to lead strategic discussions and drive improvements in your organization’s financial planning and analysis processes.