From the course: Excel Power Tools for FP&A: Power Query and PowerPivot
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How Power Query and financial systems interact for FP&A
From the course: Excel Power Tools for FP&A: Power Query and PowerPivot
How Power Query and financial systems interact for FP&A
- What if you could directly connect your Excel models to your backend data so that the models update on command, no copying and pasting numbers, no version control issues, everything seamlessly integrating across files? This isn't wishful thinking, this is reality with Power Query. Power Query doesn't just clean and reshape data inside of Excel, it also acts as a bridge between Excel and the broader software landscape, tools and platforms that companies may already be using to store data related to human resources, operations, accounting, inventory, and more. Let's bring our focus back to H Plus Sports and the work that Jocelyn is currently doing. Right now she's exporting CSVs and Excel files from multiple places, the HR system, accounting software, sales platform, and POS system, and manually stitching it all together within Excel. It's time consuming, repetitive, and it's constantly error prone. But Power Query helps by allowing her to connect Excel directly to many of those…
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