Advanced Excel Power Query and Pivots Training Course

The Advanced Excel Power Query and Pivots Training Course, offered by the Geneva Institute of Business Management under the Finance and Accounting Training Courses category, develops advanced skills in Power Query and Power Pivots for financial data preparation, analysis, modelling, and reporting. The course focuses on Excel Power Query, Power Pivot, data transformation in Excel, Excel data modelling, and advanced Excel analytics. Participants learn how to connect multiple data sources, clean and transform complex datasets, create structured data models, and produce dynamic reports.

This training course provides practical techniques for automating repetitive data preparation tasks and improving financial analysis through Excel's advanced data tools. Participants explore query management, data relationships, calculated measures, PivotTables, financial dashboards, and performance-focused reporting. The programme enables finance professionals to transform large datasets into reliable analytical outputs and support faster, data-driven financial decision-making.

Objectives

Understand advanced Power Query and Power Pivots functionality in Excel.

Develop practical expertise in Excel Power Query for data extraction and transformation.

Clean, combine, reshape, and automate financial datasets efficiently.

Build structured data models using Power Pivot.

Create relationships between multiple tables and data sources.

Develop calculated columns, measures, and advanced analytical formulas.

Use PivotTables and PivotCharts for financial reporting and analysis.

Apply advanced Excel analytics to business and financial datasets.

Automate recurring data preparation and reporting workflows.

Improve the accuracy, consistency, and efficiency of financial analysis.

Target Audience

Finance and accounting professionals.

Financial analysts and management accountants.

Business intelligence and data analysts.

Financial planning and analysis (FP&A) professionals.

Accountants and auditors.

Management reporting professionals.

Controllers and finance managers.

Professionals responsible for financial data analysis and reporting.

Excel users seeking advanced data modelling and analytics skills.

Modules

Module 1: Advanced Excel Data Analysis and Power Tools

Overview of advanced Excel analytics.

Power Query and Power Pivot capabilities.

Excel data analysis workflows.

Managing large and complex datasets.

Preparing Excel environments for advanced reporting.

Module 2: Excel Power Query Fundamentals and Advanced Techniques

Connecting Excel to multiple data sources.

Importing financial and operational datasets.

Query navigation and data source management.

Data cleansing and preparation.

Removing duplicates and handling errors.

Filtering, sorting, and restructuring data.

Managing data types and column transformations.

Module 3: Advanced Data Transformation in Excel

Merging and appending queries.

Splitting and combining columns.

Pivoting and unpivoting data.

Conditional transformations.

Creating custom columns.

Parameter-driven queries.

Automating recurring transformation processes.

Module 4: Power Query for Financial Data

Preparing accounting and financial datasets.

Combining monthly and departmental reports.

Automating financial data consolidation.

Handling transaction-level data.

Creating repeatable financial reporting processes.

Managing refreshable financial datasets.

Module 5: Power Pivot and Excel Data Modelling

Introduction to Power Pivot.

Building data models in Excel.

Creating relationships between tables.

Fact and dimension tables.

Star-schema concepts for Excel.

Managing large datasets.

Data model optimisation.

Module 6: DAX and Advanced Power Pivot Calculations

Introduction to DAX.

Calculated columns and measures.

Aggregation functions.

Context and filtering concepts.

Time-based calculations.

Financial KPIs and performance measures.

Creating reusable analytical calculations.

Module 7: PivotTables and Pivot Charts for Advanced Reporting

Building advanced PivotTables.

Grouping and filtering financial information.

Using slicers and timelines.

Creating PivotCharts.

Interactive financial reporting.

Drill-down and summary analysis.

Designing management-ready reports.

Module 8: Advanced Excel Analytics and Financial Dashboards

Integrating Power Query and Power Pivot.

Developing interactive financial dashboards.

KPI analysis and variance reporting.

Budget versus actual analysis.

Trend and performance analysis.

Automating dashboard data refreshes.

Presenting insights for financial decision-making.

Module 9: Automation, Optimisation, and Best Practices

Designing efficient Power Query workflows.

Optimising Power Pivot data models.

Reducing manual reporting processes.

Troubleshooting queries and data models.

Managing refresh errors.

Maintaining scalable Excel analytics solutions.

Best practices for advanced financial reporting.