K2's Accessing Your Company's Data With Power Query And Power BI

Overview

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of “write once, refresh many” reporting, where your reports can instantly update by clicking a button. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools. After completing this session, you will know how to turn your organization’s data into repeatable, refreshable PivotTables, Power BI dashboards, and more!

Highlights

Producing various reporting documents from data delivered from Power Query, Utilizing Power Query to access data from the web, spreadsheets, folders, and databases

, Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel

Prerequisites

Fundamental knowledge of Excel

Designed For

Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

Objectives

Outline Power Query’s noteworthy features and functions and how you can use them for reporting projects , Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports , List the various methods to transform your data using Power Query before importing it into a report. , Demonstrate connecting Power Query and Power BI to a sample data server

Preparation

None