Most finance teams lose hours every month to the same manual task: pulling exports from different systems, cleaning them up, and stitching them together by hand. Power Query — built into both Excel and Power BI — turns that into a one-click refresh.
This course is built entirely around finance data: bank feeds, ERP exports, payroll files, and messy multi-tab workbooks. You'll leave with working queries you can point at your own data on Monday morning.
What You'll Learn
- Connecting to multiple finance data sources (ERP exports, bank feeds, CSVs)
- Cleaning and reshaping data without manual editing
- Merging and appending queries from different systems
- Building parameterized, reusable queries
- Automating month-end data refreshes
- Handling changing file structures and error-proofing queries
- Introductory M language concepts for custom transformations
- Feeding clean data into Excel models and Power BI reports
Frequently Asked Questions
How is this different from your Power BI course?
Power Query is the data-preparation layer used inside both Excel and Power BI. This course focuses on getting messy finance data clean and structured — our Power BI course focuses on visualizing and reporting on it once it's ready.
Will this eliminate our manual month-end rebuild?
For most repetitive data-prep tasks, yes — once a query is built, refreshing it becomes a single click instead of a manual rebuild.
Do we need Power BI to take this course?
No. Power Query is built into Excel as well, so this course works whether or not your team uses Power BI.
Can you build queries around our specific systems?
In an in-house session, yes — we can work directly with sample exports from your ERP or accounting software.
Ready to bring this training to your team?
Tell us your team size and timeline — public cohort, in-house, or one-to-one, we'll help you pick the right format.
Start a conversation