Course curriculum

    1. Course Instructions

    2. Learning Objectives

    3. Welcome to the Course

      FREE PREVIEW

    4. Structure of the Course

      FREE PREVIEW

    5. Introduction to the Case

    6. Download the Modeling Files

    7. Introduction to the Financial Model

    8. Building an End-to-End Process

    1. Why Use Power Query

    2. Connecting Power Query to Data

    3. How to Find and Edit Queries that Already Exist

    4. The Power Query Editor

    5. The Home Ribbon

    6. Sorting Data

    7. Splitting Columns

    8. Group By

    9. Data Parameters and Pathways

    10. Merging and Appending Queries

    11. Review Questions

    1. Transform and Add Column Ribbons

    2. Unpivot Data

    3. Pivot Data

    4. Detect Data Type

    5. Renaming Columns and Steps

    6. Moving Data

    7. Converting Data to Lists

    8. Why Data Lists Matter

    9. Formatting, Trimming, and Cleaning Text

    10. Add Prefix and Suffix

    11. Performing Real-Time Calculations

    12. Averages and Dividing by 1000

    13. Absolute Value, Rounding, and Binaries

    14. Review Questions

    1. The Add Column Ribbon and Indexing

    2. Adding Custom Columns

    3. Adding Conditional Columns

    4. Column from Examples

    5. Review Questions

    1. Introduction to the End-to-End Process

    2. Transforming Data with Multiple Applied Steps

    3. Best Practices in Table and Query Naming

    4. Extracting Dynamic Data with XLOOKUP

    5. Extracting Dynamic Data with SUMIFS

    6. Replacing One Data Source with Another

    7. Duplicating Queries for New Data

    8. Appending Queries with New Data

    9. Grouping and Organizing Queries

    10. Updating Queries with Folders and Directories

    11. Bringing it All Together

    12. Review Questions

    1. Final Thoughts

About this course

  • $349.00
  • 54 lessons
  • 3.5 hours of video content
  • 4 CPE Credits

What you'll get out of this course

You’ll learn how to connect various data sources, import data effectively, and reduce time spent on manual data entry. You’ll build mastery around data cleansing and manipulation, filtering, sorting, and aggregate data.

  • More than just content and training. It's about real financial processes » Review month-end close, adjusting entries, and recurring financial analysis » Connect to various data sources and run queries to centralize disparate data channels.

  • Introduction to Power Query » Overview of Power Query and its role in data analysis for finance. » Understanding how Power Query integrates with Excel and other Microsoft tools. » Setting up Power Query and exploring the user interface.

  • Data Import and Connections » Connecting to various data sources like databases, Excel files, web data. » Importing and refreshing data from different sources. » Managing and transforming connections.

  • Process flows to connect to back-end data and bring it into recurring financial analysis and reporting » Import invoice data, accounts receivable aging, POs, and accounts payable to reconcile working capital » Import monthly sales data to analyze routinely » Import finance actuals for rolling forecasts.

  • Data Transformation Techniques » Cleaning and transforming data using Power Query Editor. » Utilizing functions and expressions to modify data. » Handling missing values, duplicates, and data types.

  • Advanced Query Techniques » Writing and customizing M and DAX queries. » Building parameterized queries and reusing queries across workbooks. » Developing complex calculations and aggregations.

  • Integration with Financial Analysis » Using Power Query to streamline financial forecasting and budgeting. » Designing financial models and KPI dashboards. » Analyzing trends and performing variance analysis.

FP&As and Consultants at these companies have trained:

Join 13,000+ finance professionals globally who have attended training programs, workshops, and seminars

Meet Carl Seidman, your instructor and guide

The person Fortune 500s use for financial leadership development programs | Microsoft MVP

Carl Seidman

Carl serves as a fractional CFO, FP&A advisor, adjunct professor in data analytics, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.

He's a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:

ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, Walmart, and Workday.

Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 7 of the top global financial training companies.

Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.

He's been where you want to be and does the work you want to do.

Contact: [email protected]

Additional Benefits

What else do you get with this course?

  • Model templates

    You'll receive an unfinished template and a completed model, as well as exercise files for every lesson throughout the course.

  • Direct instructor contact

    You have questions? He has answers. Every lesson has an open Q&A. Simply type a question and Carl will respond.

  • Lifetime access

    Your enrollment in the course never expires, which means you can move forward at your own pace and revisit lessons as many times as you'd like.

Frequently Asked Questions

  • I work full-time, what is the expected time commitment?

    The course is 54 lessons and 3.5 hours in duration. The value of an on-demand, self-paced course is you can complete it on your own time. On average, the course takes approximately 5 hours to complete.

  • How much is this course?

    The course is 299 USD.

  • What should I be expected to know coming into this course? How should I prepare in advance?

    Prerequisites for the course include the following: (a) you should have basic-to-intermediate understanding of Microsoft Excel; (b) you should have a current version (2016 or later) or Microsoft Excel, ideally (though not necessary) on a PC; and (c) you should have at least a basic understanding of accounting and finance concepts.

  • Do you have other online courses?

    Yes. I have more than 20 online courses which may be found through Maven.com, LinkedIn Learning, AICPA/CIMA, The Association for Financial Professionals, Rice University, the Corporate Finance Institute, Wall St Prep, Universal Business Team, Udemy, and more. I also offer deliver dozens of live virtual and in-person corporate training programs every year to companies of all sizes.

  • What is the difference between this Power Query program and all the other programs you offer?

    I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics. This program is intentionally designed for finance professionals who want to advance their skills and understanding specifically in data extraction, formatting, positioning, and importing into Excel and Power BI.

  • Do you offer any guarantees for success, starting a business or getting promoted?

    No, but I will offer you my promises. Every person who attends my courses comes from different backgrounds, experiences and aspirations which means they have different business models or jobs. My promise to to share with you my techniques, tools, and processes that will accelerate your finance career and make you far more confident in what you do.

  • Is there a refund policy?

    Across hundreds of training, seminars, workshops, and conferences -- in person and virtual and to thousands of people -- I have never been asked once for a refund. For one in-person training program, there was a blizzard and my flight was cancelled. I offered a rescheduling option for a future date. While it is not customary for me to refund, if you have completed the course and found it to be subpar, your emailed request for a refund will be honored.

  • Does this course qualify for CPE (continuing professional education)?

    Yes, it qualifies for 4.0 CPE credits. Attendees must join the live sessions to earn CPE credits. Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

NASBA Details

  • Instructional delivery methods: Self-Study
  • Recommended field of study: Finance and Accounting
  • Prerequisites: Possession of intermediate financial acumen and a general understanding of Excel and general business concepts.
  • Program knowledge level: Basic, Intermediate, Advanced
  • Advance preparation: Access to a laptop with Microsoft 365 or Office 2016 or later


Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.