Data Management for Finance with Power Query
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Price
Price may change · updated within 1–2 weeks
Course language
Learning format
Subcategory
Price
Price may change · updated within 1–2 weeks
Course language
What You'll Learn
- Streamlining budgeting and rolling forecast processes
- Building dynamic, auto-updating financial models and dashboards
- Writing custom M-code and DAX formulas confidently
- Handling missing values, duplicates, and inconsistent formats
- Connecting and centralizing data from multiple sources
- Cleaning and transforming data with Power Query Editor
Best For
- Excel users wanting advanced skills
- Small business owners cleaning data
- Accounting professionals automating reporting
- Financial analysts and FP&A professionals
Not For
- People unable to attend live sessions
- Non-finance data analysts, general use
- Those wanting purely self-paced content
- Complete beginners to Excel/finance
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About the creator
Carl Seidman
View full profileFinance & Accounting Education · Chicago Area, Illinois
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Carl Seidman is Principal of Seidman Financial and one of roughly 35 U.S.-based Microsoft MVPs for Excel. He's trained over 200,000 finance professionals and holds credentials including CPA, CIRA, CFF, CFE, and CGMA. He serves as an Adjunct Professor at Rice University's Jones Graduate School of Business and has trained FP&A teams at Fortune 500 companies including Workday, Verizon, and Walmart.
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Reviews, Scores & Student Outcomes
Unclaimed ProfileThis is a 12-hour intensive Power Query program for financial professionals, covering everything from connecting and cleaning data sources to building dynamic tables, data models, DAX expressions, and Power Pivot integration. It's designed to take finance professionals from beginner/intermediate to advanced Power Query users, directly applicable to forecasting, budgeting, and FP&A reporting. It includes live weekly sessions, 12 months of access, CPE credit eligibility, and optional early access to recordings via Seidman Financial's "Digital Vault."
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