Excel for Finance

Excel for Finance

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1. Introduction to Power Query

Prepare to discover the fundamentals of Power Query, including navigating the Get Data tab, establishing connections with databases and Excel workbooks, and effectively merging queries to streamline your data processing tasks.

Course Introduction

Understanding Power Query in Excel

Connecting to the Excel Workbook

Connecting to the Google Sheets

2. Advanced Data Manipulation with Power Query

You will dive deeper into Power Query's capabilities by connecting and integrating data from CSV files and folders. This section will guide you through adding custom columns, merging data sources, handling errors gracefully, and efficiently grouping and unpivoting columns to prepare data for advanced analysis.

Seamless CSV Integration

Connecting to a Folder

Connecting Database

Connecting to the Web

Error Handling in Power Query

3. Power Pivot Handling

The section covers advanced data preparation, relationship building, and calculation methods using Power Pivot.

Loading Data to the Data Model

Creating Relationships

Calculating Measures

Additional DAX Calculations

4. Dashboard Automation

Delve into creating a highly automated and interactive dashboard from start to finish. We explore advanced features such as pivot charts, KPI integration, and slicers to enhance functionality and user interaction.

Getting Started with the Dashboard

Dashboard Development

Integrating KPIs

Integrating Slicers

5. Developing an Interactive Report

Discover advanced functions to create an interactive and automated report for calculating key financial metrics on a monthly basis.

Finalizing Report

Power BI Overview

Course Content

Excel for Finance

Excel for Finance

1. Introduction to Power Query

Course Introduction Understanding Power Query in Excel Get Data Connecting to the Excel Workbook Connecting to the Google Sheets

2. Advanced Data Manipulation with Power Query

Seamless CSV Integration Connecting to a Folder Connecting Database Connecting to the Web Error Handling in Power Query

3. Power Pivot Handling

Loading Data to the Data Model Creating Relationships Calculating Measures Additional DAX Calculations

4. Dashboard Automation

Getting Started with the Dashboard Dashboard Development Integrating KPIs Integrating Slicers

5. Developing an Interactive Report

Dropdown List Excel Formulas Finalizing Report Power BI Overview

Integrating Slicers

This guide helps you finish your Excel dashboard by adding slicers, making it easier to filter data across your charts and tables. With clear steps and screenshots, you’ll learn how to create an interactive and easy-to-use dashboard that updates instantly based on your selections. Perfect for making data-driven decisions with ease.

We also recommend the book Say It With Charts by Gene Zelazny 📚 for a deeper understanding of creating quality dashboards and making data-driven decisions.

In this section, we practiced creating various PivotCharts and PivotTables, utilizing measures and KPIs in their construction. With the help of slicers, we achieved an interactive dashboard that is easy for everyone to use. 🎛️

In the next section, we will build a report on expenses and net revenue for each bakery, using advanced functions and their combinations. 💼

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Section 4. Chapter 4

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