Automate Excel Data with Power Query and Lookups

Automation in Excel isn’t just about saving time—it’s about building reliable, transparent systems that scale with your data. In this intermediate-level course, you’ll learn how to use Power Query to clean and transform recurring datasets, and how to apply advanced lookup formulas to design dynamic, flexible reporting tools. Through short videos, readings, and guided practice, you’ll import real financial data, automate cleansing steps, and document your logic for audit and reuse. Then, you’ll build a lookup-driven template that retrieves statement lines instantly when users select a fiscal year. By the end, you’ll have a fully automated reporting workflow—one that reduces manual effort, strengthens data quality, and supports confident decision-making across finance and analysis teams

• Use Power Query to clean and transform recurring datasets
• Apply advanced lookup formulas to design dynamic, flexible reports
• Import real financial data and automate cleansing processes
• Document logic for auditing and reuse
• Build lookup-driven templates to retrieve financial statement lines quickly

• Basic familiarity with the topic and common terminology
• Willingness to engage in hands-on practice and case-based work