Course ID: EEIDA3

Excel Essentials & Intro to Data Analysis For Accounting and Finance: Part 3 – Data Management & Introduction to Power Query

In Part 3 of this 4 part series, you will learn essential knowledge that every accounting and finance professional should understand to work effectively and productively in Excel.

Extracting and shaping data is the foundation of preparing analysis and deriving insight to make more informed business decisions. In this session, we delve into developing a proper data set, how (and why) to use Tables to create dynamic and flexible data sets, “building out” the data to enable flexible analysis, and how Excel’s Power Tools (Power Query) can simplify and automate much of the data preparation process.

Learning Objectives

After completing this course, you will be able to:

  1. Understand the “ETLR” structure of basic data analysis
  2. Develop proper data sets using Excel Tables capabilities
  3. Develop a data set for analysis by expanding available information fields for optimal analysis
  4. Explain the basic advantages of Power Query to extract and shape the data

Major Topics

Microsoft Excel is a ubiquitous tool in accounting and finance, and developing your Excel and data analysis skills is a simple way to keep your skills relevant in the data driven world we now live in. This course is Part 3 of the 4-part series of how accounting and finance professionals can accelerate their Excel skills and more effectively perform data analysis with Excel.

Accounting and finance professionals spend much of their time working with data – doing it effectively is a critical skill expected of today’s professional.

You will learn how to

  • Develop a proper data set,
  • Use Excel’s Table capabilities to create dynamic and flexible data sets,
  • “Build out” the data to enable flexible analysis,
  • Take advantage of Excel’s Power Tools (Power Query) to simplify and automate much of the data preparation process.

Advanced Preparations


Who Should Attend

All accounting and finance professionals, whether a new professional getting started or a seasoned professional looking to stay current and build on existing Excel capabilities and use in the profession, will benefit from this course.

Fields of Study
Computer Software & Applications


Experience using functions and formulas in Excel is helpful. The Power Query discussion uses the Microsoft 365 version of Excel. In older Excel versions (2010 and 2013), this is an add-in that needs to be installed. Power Query will look different depending on the Excel version installed.

Business Learning Institute

CPE Credits


This course is available for your group as:


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