Excel Power Query and Power Pivot Introduction

Excel users have prepared reports the same way for decades … formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use, and then use PivotTables and/or functions such as VLOOKUP and SUMIFS. But, that workflow is manual and slow.

In this one-hour webinar, we'll explore how to streamline the entire reporting process using Power Query and Power Pivot. First, we'll introduce Power Query as a way to replace the manual copy/paste step and the process of cleaning and preparing it for use. Next, we'll introduce Power Pivot as a way to replace VLOOKUP for combining values from multiple tables. Finally, we'll apply what we learned to streamline a budget vs. actual PivotTable report.

If you ever use Excel for reporting or analysis and haven't explored these power tools, you won't want to miss this introduction as they have the potential to revolutionize your process and save you a ton of time.

Jeff Lenning
President, Excel University, Inc.

Author and award-winning instructor Jeff Lenning, CPA loves helping accountants use Microsoft Excel more efficiently. His Excel articles have been featured in industry publications such as the Journal of Accountancy, and he is a Microsoft Certified Trainer. He provides online Excel training at excel-university.com.

Josh Barrett
Director, IOFM

Josh Barrett joined the Institute of Finance & Management (IOFM) in 2017 has served as the organization’s executive director since 2020. His is responsible for management of IOFM’s Membership and Certification, its virtual and in-person events, and its demand generation offerings.

Josh is committed to ensuring that IOFM is the premier provider of training and education for financial operations professionals, working closely with a team of content developers, industry leaders and subject matter experts.

Prior to joining IOFM, Josh spent 20 years working in marketing and advertising with companies including L.L.Bean, Globe Manufacturing, the Maine Office of Tourism and Bentley University.