Excel tips and tricks for business - Session 5 - Using Power Query

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Excel tips and tricks for business - Using Power Query forms the fifth part of our six-course series that covers the essentials of using Excel in a business context.

Power Query has completely changed the way that people perform regular reporting tasks.  If you want to save hours, days each day/week/month that you perform reports, this session is for you!

  • What is Power Query
  • Connecting to data sources
  • Transforming data and recording your steps
  • Merge, append and combine different data sources

In the 'Excel tips and tricks for business' series we look at the core functions and features in Excel that help people build up spreadsheets and solve problems in a manner that is consistent, robust, flexible and transparent.

You can find more information about the other five sessions in the 'Agenda' tab.

Tim Heng

Tim Heng has over 15 years’ experience in developing and reviewing financial models across a range of industries and sectors, throughout Australia and internationally. He works with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA, Power BI and database analytics.

He has worked across the world, with clients in Australia, Canada, Hong Kong, Indonesia, Japan, Malaysia, New Zealand, Singapore, United Kingdom, United States and Vietnam, as well as numerous projects based throughout Africa. These assignments have involved the development of strategic corporate and project-based financial models, model reviews, developments of dashboards and reports, and training of analysts and senior staff.

Tim has written articles for the CompAct and Modelling Section newsletters published by the Society of Actuaries (US), and has been a regular presenter at conferences, training courses and webinars for Chartered Accountants Australia New Zealand (CAANZ) and CPA Australia. He is recognised by Microsoft as a Most Valuable Professional specialising in Microsoft Excel since 2017.


Topic: Reporting

Sub-Topic: Financial Reporting, Personal Effectiveness, Solve Problems

Format: Recorded Webinar

Proficiency Level: All

CPD: Upto 1.5 hours