Memphis Data Professionals

## Data Crafting 102: Harnessing Power Query & Power Pivot for Enterprise‑Scale Financial Analytics

### Presented by Rob Palmer, CPA

Room 225, FedEx Institute of Technology
Thursday, August 14th
5:30 PM – 7:00 PM

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### Session Overview

Join Rob Palmer, CPA—a respected finance and analytics professional active in the Memphis chapter of TSCPA—as he leads a 60minute advanced workshop designed for CPAs, financial analysts, advisors and other techies. Rob will take you beyond basic Excel by showing how to seamlessly connect, transform, model, and analyze massive datasets using Power Query and Power Pivot.
Rob’s previous sessions, including “Power Query in Action – Transforming Data for Analytics,” have been celebrated for their clarity and hands‑on approach.

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### What You'll Learn

By the end of this session, you’ll know how to:

1. Extract large-scale data directly from SQL databases via Power Query—perfect for working with datasets too large to open in Excel.
2. Clean, merge, and transform multiple data sources into one coherent analytical model using Power Query.
3. Import data into Excel’s Data Model (Power Pivot) for in-memory analysis of large datasets.
4. Build star-schema relationships and DAX measures, enabling you to compute KPIs, variances, and business metrics.
5. Create dynamic PivotTables and PivotCharts powered by the data

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### Why It Matters

• Automate and streamline financial data workflows that would otherwise require fragile formula chains or manual imports.
• Build scalable, audit-ready models that handle millions of rows without performance issues.
• Empower finance professionals to deliver strategic insights and narrative dashboards using tools they already know—Excel and Power BI.
• Especially valuable for accountants advising on M&A deals or preparing financial narratives for prospects and stakeholders.

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### Call to Action

Don't miss this opportunity to learn from Rob Palmer, CPA, on how to transform enterprise financial data into compelling insights with tools you already have.

• Master SQL data ingestion via Power Query,
• Build a robust data model with Power Pivot and DAX,
• Create dynamic visual storytelling through PivotTables.

Seats are limited—register now to secure your place in this high-value session.