Course Overview
Finance teams often spend hours manually cleaning data, merging spreadsheets, and preparing information before analysis can begin. This course introduces Power Query as a practical tool for automating these tasks and creating repeatable data preparation workflows for finance reporting.
Participants learn how to import, transform, and combine financial datasets from multiple sources. Through mentor-led instruction and practical scenarios, learners explore how Power Query can simplify recurring finance tasks such as preparing management reports, consolidating departmental data, and structuring datasets for analysis.
By the end of the programme, participants will be able to design repeatable data transformation processes that reduce manual effort and improve reporting consistency. These capabilities help finance teams deliver faster insights while maintaining reliable data preparation practices.
Hands-On Learning
Practical exercises transforming financial datasets and building automated data preparation workflows.
Mentor-Led Sessions
Mentor-led demonstrations of Power Query techniques applied to real finance reporting scenarios.
Career-Ready Skills
Financial data transformation, reporting automation, and structured data preparation.
Learning Outcomes
Analyse finance data preparation challenges.
Implement automated data transformation workflows.
Design repeatable reporting data pipelines.
Evaluate data quality issues in financial datasets.
Communicate improved reporting processes to teams.
Lead improvements in finance data preparation efficiency.
Prerequisites
Basic understanding of Excel or spreadsheets.
Experience working with financial reports or datasets.
Interest in automating finance reporting tasks.
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- Introduction to Power Query for finance
- Understanding finance data challenges
- Overview of the Power Query interface
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of Power Query for Finance, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
It helps finance professionals automate data preparation, combine datasets, and simplify recurring reporting tasks.
Ready to Start Your Learning Journey?
Take the next step in your professional development