In this guide, we will go through the process of uploading the Sales table and using it to calculate Revenue, Volume, and COGS in our Excel report.
In this chapter, we use the SUM, SUMIFS, and LEFT functions.
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Excel for Finance
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1. Introduction to Power Query
Prepare to discover the fundamentals of Power Query, including navigating the Get Data tab, establishing connections with databases and Excel workbooks, and effectively merging queries to streamline your data processing tasks.
You will dive deeper into Power Query's capabilities by connecting and integrating data from CSV files and folders. This section will guide you through adding custom columns, merging data sources, handling errors gracefully, and efficiently grouping and unpivoting columns to prepare data for advanced analysis.
Delve into creating a highly automated and interactive dashboard from start to finish. We explore advanced features such as pivot charts, KPI integration, and slicers to enhance functionality and user interaction.