Managing Data for Finance Powered by Microsoft Power Query
Carl Seidman
FP&A Advisor | Microsoft MVP in Excel
Importing data into Excel + Power BI is easy when you know how to transform it.
In this intensive 10-hour Power Query program, you will embark on a step-by-step journey through data management, automation, and positioning. These skills are essential for constructing sophisticated financial models and data models, providing the foundation for accurate forecasting and strategic planning.
You'll learn how to connect various data sources, import data effectively, and reduce time spent on manual data entry. You'll build mastery around data cleansing and manipulation, filtering, sorting, and aggregate data.
By the end, you'll have gone from beginner/intermediate to an advanced Power Query user. And you will acquire a new perspective on data analysis. You'll be equipped with the skills to automate complex data preparation tasks, freeing yourself to focus on insightful analysis and decision-making.
This transformative experience is tailored to financial professionals who seek to enhance their efficiency and analytical abilities. Whether you're a new financial analyst, a seasoned FP&A expert, or someone seeking to elevate in data analysis, this course is a catapult towards a more data-driven and insightful future in your career.
Contact:
info@seidmanfinancial.com
What you’ll learn
⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.
Confidently manage and transform connections to recurring data sources in seconds with the click of a button.
Connect to multiple data sources, review month-end trial balances, and run queries to centralize data in the exact format you want.
Import monthly sales, invoice data, accounts receivable aging, POs, and accounts payable to reconcile working capital and rolling forecasts.
Clean and transform data using Power Query Editor, utilizing no-code or low-code functions and expressions for modifications.
Handle missing values, duplicates, errors and divergent data types with recurring applied steps and no-code machine learning.
Write basic, put powerful, custom commands with m-code and DAX formulas.
Use Power Query to streamline annual budgeting and dynamic rolling forecasts.
Design financial models and KPI dashboards that automatically update in seconds with Power Query import refreshes.
Analyze trends, sales forecast, and variance analysis easily with dynamic arrays and Power Query-drive dynamic data tables.
Implement best practices for performance optimization, building parameterized queries and reusing queries across workbooks.
Import monthly sales data, actualize financials, and troubleshoot common issues and errors.
Learn the techniques, tips, and tricks for efficient Power Query use in various financial contexts.
Who this course is for
Financial analysts and FP&As seeking to automate data formatting, preparation, and importing to enhance forecasting, planning, and analysis.
Accounting professionals wanting to elevate routine presentations to automated financial reporting.
Small business owners who want to adopt basic data cleaning processes to get the information they need.
Prerequisites
A working computer with a webcam, microphone, and reliable internet connection
This is a highly-interactive course, not a lecture. You will engage in live discussions and Q&A with other attendees and the facilitator.
General business knowledge and a basic understanding of finance and Excel
We apply data management techniques to financial modeling, forecasting, and analysis. A basic understanding of finance and Excel is helpful.
What's included
Live sessions
Learn directly from Carl Seidman in a real-time, interactive format.
12 months access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion and CPE
Share your new skills with your employer or on LinkedIn. Receive a second certificate verifying your earning of CPE credits.
Access to the Seidman Financial Digital Vault
Sign up 3 weeks before the live cohort and you may request complimentary access to program recordings through our digital vault. This means you can go through the course at your own pace in advance and then join the live program, when it begins, for reinforcement of the lessons. Contact us at info@seidmanfinancial.com to learn more.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
Week 1
✨ Managing Data for Finance - LIVE Session (Tues, Nov 18 | 9am CST) ✨
Module 1: What is Microsoft Power Query and Why Does it Matter to Finance
✨ Managing Data for Finance - LIVE Session (Fri, Nov 21 | 9am CST) ✨
Module 2: Data Acquisition & Management with Power Query
Module 3: Dynamic Tables and Integration with Power Query
Week 2
✨ Managing Data for Finance - LIVE Session (Tues, Dec 2 | 9am CST) ✨
Module 4: Data Modeling with Power Query
✨ Managing Data for Finance - LIVE Session (Fri, Dec 5 | 9am CST) ✨
Module 5: Data Analysis Expressions (DAX) and Integration with Power Query
Module 6: Power Pivot and Integration with Power Query
Free lesson
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Advanced FP&A: Financial Modeling with Dynamic Excel
Build Extremely Flexible Self-Updating Models
Create adaptable models that update instantly as assumptions shift and as new data is added. Stop wasting time w/updates
Automate with Dynamic Arrays
Replace manual formulas with powerful functions that scale by themselves. Learn the power of SEQUENCE, DROP, and TAKE
Strengthen FP&A Insights for Your Business Partners
Translate complex data into trend analysis, visualize the output and provide clear, actionable analysis for leaders.
Schedule
Live sessions
2-4 hrs / week
We meet live 2x per week. Each session is 2 hours with one 8-10 minutes break. We often have an extended Q&A at the end of each core learning session. Meetings are recorded for future review and reinforcement. In the event you miss a live session, the recordings are there for you to watch/listen to on your own time and at your own pace.
Reinforcement
1 hr / week
Live sessions are full of rich content, demonstrations, instruction, and exercises. While you are not required to complete projects on your own, you are STRONGLY ENCOURAGED to revisit the working files and go through the files/exercises on your own time. This ensures that the learning sticks.
Asynchronous content
1 hr / week
All live sessions are recorded for your continued access. You will have access to these recordings, usually with 24 hours of the conclusion of the live session. Attendees of The FP&A Mastery Signature Program (of which Data Management for Finance is a component) have access to 100+ hours of recorded learning, discussions, exercises, cases, and Q&A.
Success stories
- Everything was explained great and motivated me to incorporate power query to my every day job. Demos were explained thorough.
Daniel Flores
Forensic Technology Services Manager at BDO USA, LLP - Feel fully empowered to use Power Query. Made things simple. Everyone in group should take.
John Thatcher
Managing Director at BDO USA - This was one of the better training classes: interesting subject matter, informative, and engaging. I enjoyed the class immensely, and would highly recommend it.
James Mehlman
Forensic Technology Services Senior Associate, BDO USA - It was very engaging. Carl did a wonderful job presenting and making us feel heard with concerns.
Dawn Harrison
Forensic Technology Services Manager at BDO USA, LLP
What Carl has to say about Data Management for Finance, in his own words
Data Management for Finance LinkedIn Testimonial
Frequently asked questions
Students receive a certificate of completion and up to 10.0 CPE credits.
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)
What Attendees Have Said
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$397
USD
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