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Excel Webinar Series Back by Popular Demand – Jeff Lenning!
The Region 1 HFMA Chapters are excited to offer two tracks this year – Advanced and Intermediate
Better Together (Power Query and Power Pivot) (Advanced) – Thursday, January 23, 2020
Excel users have prepared reports the same way for decades … formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use, and then use PivotTables and/or functions such as VLOOKUP and SUMIFS. But, that workflow is manual and slow. In this session, we’ll use Power Query and Power Pivot to improve our workflow. Specifically, we’ll use Power Query to get and shape external data. We’ll send the query results into the data model. We’ll use Power Pivot to organize tables and create measures and then use them as the source for PivotTable reports. If you frequently build formula-based or PivotTable reports, join this session to learn how Power Query and Power Pivot can help. Learning objectives: (1) identify which tool in Excel helps to import and transform data; (2) state the process for relating tables in Power Pivot; and (3) recall a benefit of using Power Query and Power Pivot when building PivotTables.