2025: Power Query: streamline the automation of key business reports

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
May
12
Mon
-
Dec
31
Wed
09:30
-
PM
12:30BST
Schedule Description: This course will help you to extract, load and transform data automatically.
CPD hours: 6

Description

Learn how to design rich and interactive data preparatory tools that take seconds to run, yet look like they have spent weeks in development.

Please choose from the dates below to view more details.

Power Query: streamline the automation of key business reports

Date and time

Location

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Are you spending hours each week cleaning up your data, copying and pasting from one source to another and performing one mind-numbing activity after another? Are you thinking, surely there is a better way?

Power Query can help you extract, load, customise and transform data automatically, freeing you up to spend more time analysing and less time preparing reports. This course shows you how you can design rich and interactive data preparatory tools that look like they have spent weeks in development yet take seconds to run. 

This course develops practical case studies exploiting many of the powerful tools and functionalities of Excel’s Power Query / Get & Transform. Using hands-on examples throughout, you will learn how to convert mountains of uncleansed data into key business information reported efficiently and effectively.

Learning outcomes:

  • Find and connect to data from a wide variety of sources including performing online searches.
  • Learn how to cleanse data quickly and automatically without the need for tedious task work.
  • Merge and shape data sources to match your data analysis requirements or prepare it for further analysis and modelling.
  • Create custom views over data.
  • Learn how to write powerful formulae in Power Query’s M language.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement.

Attending this course could contribute up to 6 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record.

Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Who should attend?

Excel users wanting to automate manual tasks, business analysts and financial / management accountants working with large amounts of data, key executives wanting to enhance and shorten their business decision making.

Course enquiries

Contact: Events information team

FAQs

Should you experience any difficulties booking onto the event, please click here.

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Excel level:

This course is Basic to General level in our Spreadsheet Competency Framework.

This course is for: Analysts, Managers and Trusted Advisors.Capability Framework 4

 

What is a virtual classroom?

A virtual classroom provides the same great learning experience as other ICAEW training, except one difference, you can learn from your desk.

Being delivered online makes it so much easier to access in a busy working week and would definitively recommend this type of training. The breakout rooms work really well to allow you to get to know the other participants and share experiences.

Virtual classroom delegate

The focus is on the learner and creating an enriching classroom experience that connects participants globally. Using video, learners can converse and interact with the trainer and other learners in real-time. Whiteboards, break-out sessions, polls, screen-sharing, and interactive Q&A create an immersive learning experience.

I think the virtual training format using Zoom, and the survey features, and break out rooms, really works great. I had no problems engaging with the facilitator and felt he listened to what we said, and kept the pace of the content moving steadily.

Virtual classroom delegate

Secure your place now and keep your skills and knowledge up-to-date.

How do I attend a virtual classroom?

Once you've booked your session, you will receive an email with your booking confirmation. The steps you will need to follow to attend your virtual classroom will arrive in a separate email closer to the date of your course.

Trainer

Dr Liam Bastick FCA FCMA CGMA MVPin

Managing director of boutique consulting firm SumProduct, Liam has over 30 years’ experience in financial model development / auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy.

He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement / monitoring.

A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

 

Rate Price
ICAEW Member £425 + VAT
Non-Member £625 + VAT

 

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Each 3-hour virtual classroom will include a 10-minute comfort break.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

Click here to view the full 2025 Virtual Classrooms CPD Planner.

Excel Proficiency Learning Bundle (18 hours)

Click here for webpage for full details.

Unlock the Full Potential of Excel for Business Success

This comprehensive bundle equips professionals with a range of Excel skills from beginner to advanced that will enhance efficiency, streamline processes, and elevate data analysis capabilities. The bundle includes three focused courses:

1. Excel for Business: Learn to work smarter by mastering keyboard and mouse shortcuts while gaining confidence in choosing the right functions, features, and charts for various tasks. Discover how to automate repetitive processes without VBA, freeing up time for analysis. Explore advanced tools like Azure Machine Learning, Power Query, and Copilot to identify improvement opportunities and adopt best practices for spreadsheet design. This course will empower you to become an Excel champion within your organisation.

2. Power Query – Streamline the Automation of Key Business Reports: Dive into the world of Power Query, learning how to connect to diverse data sources, clean and prepare data efficiently, and shape it to meet your analytical needs. Discover how to create custom data views and write powerful formulae in Power Query’s M language, enabling you to automate and optimise your business reporting processes.

3. Harnessing the Power of Power Pivot: Build on your existing knowledge of Tables and PivotTables by exploring Power Pivot’s enhanced functionality, including advanced tools like Slicers and multi-criteria functions. Learn how to import and relate data from various sources to generate rapid insights, write complex formulae using DAX, and create impactful dashboards by integrating Power BI into your reporting processes.

Together these courses provide the tools and knowledge to transform your Excel proficiency, empowering you to drive efficiency and deliver impactful business insights.

Start your journey to Excel mastery today.

How to book:
1. Purchase a bundle to start your journey.
2. Fill in the form provided in your booking confirmation email, selecting course dates and send to ella.hemmings@icaew.com.
3. Confirmation email with selected or alternative date suggestion to follow.

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person.

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form

 

ICAEW's terms and conditions for events

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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