Advanced Excel and Power Query
Data modelling, Power Query and report automation in Excel.
An advanced programme for people who already master the essentials and need to eliminate manual work: consolidating sources, preparing data with Power Query and turning monthly reports into routines refreshed with one click.
For people who have hit the limit of manual work.
Designed for people who already produce Excel reports and have reached the limit of manual work. The focus is data preparation, modelling and automating everything that repeats every month.
- Analysts and management controllers
- Finance and planning teams
- People responsible for commercial and operational reporting
- Logistics, stock and production teams with scattered data
- Professionals who consolidate data from several systems
Many management reports start with manually copying files exported from different systems, followed by hours of cleaning and adjustment.
The process is slow, hard to audit and breaks whenever a column, a format or the person responsible changes.
With Power Query and Power Pivot the same report becomes a routine designed once and refreshed with a click, with data prepared consistently.
Confident with formulas, conditional functions and pivot tables.
Training programme
Advanced functions
The functions that solve complex calculations without endless helper columns.
Power Query fundamentals
Importing, cleaning and transforming data from files, folders and external databases.
Advanced Power Query
Merges, groupings, parameters and queries reused across reports.
Power Pivot and basic DAX
Relating tables and creating management measures on a solid data model.
Automation project
Building a complete report that then refreshes itself automatically.
The whole programme is built on real consolidation cases: several sources, different formats and the need to refresh the result every month.
Participants finish with an automated report, built from scratch during the programme and ready to apply in the company.
- Real data consolidation cases
- Step by step query building
- Exercise files and databases provided
- Good naming and organisation practice
- Final automation project
- Report maintenance checklist
Apriori certificate of attendance
TrainerCarlos Araújo
What the company gains.
What is included in the programme.
- Delivery of the programme, in person or live online
- Support material and exercise files
- Reusable queries and models
- Final automation project
- Apriori certificate of attendance
- Post-training executive report when contracted as a corporate programme
Put an end to manual work in your reports.
Book your place or request an in company proposal with automation built on your company's real reports.