Revealed: Data Consolidations with Microsoft Power BI Tools

All The Power BI Consolidation Secrets Microsoft Was Supposed To Show You, But Never Did

Created by: Doug Burke
Financial Systems Leader and Experienced Teacher

What Will I Learn?

• Use the power of Excel 2016, Power Query and Power Pivot to create structure, reduce complexity, and improve flexibility
• Creating a systems-based approach to data transformations
• Consolidating data between multiple business entities
• Data transformations using Microsoft Excel, Power Query, and Power Pivot
• Learn to 'clean' your trial balance data and put into a format suitable for analysis
• Managing the Data Model by creating relationships between data sets
• Creating Dashboards to present the data using Visual Basic and simple macros
• Course Layout: a.) Transforming the Data b.) Creating Dashboards c.) Making Decisions
• Sample files are provided to follow along and test your understanding real-time
• Apply these techniques to your organization

Requirements

• Familiarity with Microsoft Excel
• Knowledge of basic Finance and Accounting principals and understand the difference between an Income Statement and a Balance Sheet
• A strong desire to harness the power of Power Query, Power Pivot and Power BI

Target audience

• Finance and Accounting professionals who perform data transformations and consolidations
• All financial analysts who need a better way to handle large amounts of data
• Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system
• Those who want to improve their data analytics and Power Query talents