Excel University: Excel Automation Skills for Accounting & Finance Course Bundle

1 Review
247 Enrolled
2 Courses & 21 Hours
You save 95%

What's Included

Automation Tools Course 1: Power Query and Power Pivot
  • Experience level required: Intermediate
  • Access 8 lectures & 9 hours of content 24/7
  • Length of time users can access this course: Lifetime

Automation Tools Course 1: Power Query and Power Pivot

Excel UniversityJeff Lenning | Microsoft Certified Trainer, Microsoft Excel MVP
4.9/5 stars on Trustpilot: ★ ★ ★ ★
Award-winning instructor and author of Excel University, Jeff Lenning CPA has helped thousands of accountants work more efficiently with Microsoft Excel. Jeff is a Microsoft Excel MVP, Microsoft Certified Trainer, and a Microsoft Certified Excel Expert. He has provided continuing education to CPAs for the past 20 years, and many of his Excel articles have been featured in industry publications such as the Journal of Accountancy and California CPA Magazine.


Automation Tools 1 teaches Power Query, Power Pivot, and Power BI. It demonstrates how to use these powerful tools to build the process that builds our reports (tables and graphs). You'll select the report and graph type based on Stephen Few's books Show Me the Numbers. Plus, you'll incorporate his design practices to ensure effective communication. This course uses case studies to simulate real-world workbooks and projects. The final case study brings everything together as you build a dashboard to monitor our business. You'll complete each case study in both Excel and Power BI.

  • Access 8 lectures & 9 hours of content 24/7
  • Know which type of graph is useful to feature a given relationship
  • Identify the Excel feature that summarizes values & displays them in rows and columns and includes totals
  • Recall which tool is designed to get & transform data
  • State the Excel feature that creates a graph
  • Relate multiple tables & write measures for use in a report
  • Recognize that an explicit measure is written in Power Pivot
  • Incorporate the same technologies included in Power Query & Power Pivot
Note: Software NOT included.


Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: intermediate


  • Microsoft Excel 365 for Windows


  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
1 Review
5/ 5
All reviews are from verified purchasers collected after purchase.


Verified Buyer

Excellent content and exposition of the courses! I am so much satisfied! Great tool for whoever wants to augment his knowledge in accounting and finance using excel.

Jul 18, 2021
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