Excel Power Query

Course Length: 6 hours (1 Day)

Microsoft Power Query is a free tool provided by Microsoft for Excel users. Power Query is available for all users of Excel and in 2016 it was renamed to “Get & Transform”. It is a tool for reshaping and combining your data and can connect directly to Excel, Access, Text, CSV and many other different sources of data.

Learning Objectives:
In this course, you will become familiar with Power Query and its advanced selection of features. You will learn how to connect to external data sources, transform and cleanse your data, pivot and transpose your data, and create custom calculated columns.

- Connect to data sources
- Transform and cleanse data
- Send Power Query data to other destinations
- Pivot and transpose data
- Group Power Query data
- Create calculated columns
- Understand Power Query parameters

Target Student:
This course is for individuals who are familiar with the basics of Excel and who wish to further their learning about Power Query.

Section 1: Getting Started
- Introduction to Power Apps
- Versions and Compatibility
- The Power Excel Workflow
- When to Use Power Query and Power Pivot
- What is Power Query?
- Power Query Interface

Section 2: Connecting to Data Sources
- Introduction to Connecting to Data Sources
- Loading Data from an Excel File and Excel Table
- Loading Data from a Text File
- Loading Data from a Database
- Loading Data from a Folder
- Loading Data from the Web

Section 3: Transforming and Cleansing Data
- Introduction to Cleansing Data
- Editing Queries
- Editing Column Headers
- Understanding Data Types
- Splitting Column Data
- Replacing Data
- Sorting and Filtering Data
- Removing Duplicates from a List
- Using the Fill Command

Section 4: Sending Power Query Data to Other Destinations
- Loading to an Excel Workbook
- Loading to a Data Model
- Power Query Load Settings
- Power Query Refresh Settings
- Deleting Power Queries

Section 5: Pivot and Transpose Data
- Transposing Query Data
- Pivoting and Unpivoting Column Commands in Action

Section 6: Grouping Power Query Data
- Duplicating a Query
- Grouping and Summarizing Data
- Advanced Data Grouping

Section 7: Creating Custom Calculated Columns
- Creating Conditional Columns
- Creating a Date Calculation
- Creating a Custom Column Calculation
- Creating an Index Column

Section 8: Working with Multiple Data Sources
- Working with Multiple Excel Tables
- Understanding Table Relationships
- Merging Queries
- Appending Queries

Section 9: Advanced Transformations
- Understanding the Importance of Clean, Organized Data
- Converting Columns to Rows
- Cleaning Up Nested Data

Section 10: Power Query Parameters
- Understanding Power Query Data Parameters
- Working with Parameters
- Managing Parameters
- Power Query List Parameters