Excel Business Intelligence: Power Query

Learn how to use Power Query, a popular feature in Microsoft Excel for gathering and cleansing data.

Microsoft Excel includes a powerful feature called Power Query—also known as Get & Transform or Get Data—which provides fast and powerful data gathering and cleansing capabilities. In this course—the first installment in the Excel Business Intelligence series—follow along with experienced Excel trainer Chris Dutton as he shows you the robust capabilities of Power Query. Chris kicks off the course by outlining the power Excel landscape and spelling out when to use business intelligence tools like Power Query, Power Pivot, and DAX. He then dives into Power Query, explaining how to leverage key query editing tools to connect and transform data. Learn about basic Power Query table transformations, text-specific query editing tools, how to merge and append queries, and more. Chris also shares best practices for working efficiently with Power Query.

Introduction

• Welcome

1. Getting Started

• Important: Versions and compatibility
• Download the course exercise files
• Set expectations

2. Intro to the Power Excel Series

• The power Excel workflow
• The best thing to happen to Excel in 20 years
• When to use Power Query and Power Pivot in Excel

3. Power Query

• Power Query introduction
• Meet Power Query aka Get & Transform
• The Query Editor
• Options for loading data in Excel
• Basic Power Query table transformations
• Text-specific query editing tools
• Number-specific query editing tools
• Date-specific query editing tools
• Create a rolling calendar with Power Query
• Add index and conditional columns with Power Query
• Group and aggregate data with Power Query
• Modify Excel workbook queries
• Merge queries
• Append queries
• Connect Excel to a folder of files
• Excel Power Query best practices
• Pivot and unpivot data with Power Query

Conclusion

• Next steps