Power Query

Power Query is like that coworker who quietly does all the work and never complains, except it never screws up a VLOOKUP. In this category, I show you how to use Power Query to clean, combine, and transform data faster than you ever thought possible, no code degree required.

Whether you’re consolidating a dozen messy Excel files, pulling data from ERP systems, or automating a month-end close process, Power Query is your best friend. These articles walk you through real-world finance use cases with step-by-step guides, templates, and troubleshooting tips that don’t require a PhD in data science.

This is where automation starts for a lot of finance teams, right inside Excel. I’ll show you how to ditch manual cleanup work, automate refreshes, and build repeatable processes that free you up to actually do analysis. It’s time to stop wasting hours on formatting and start turning raw data into ready-to-use insights.

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