Excel Get & Transform/PowerQuery

Full Day1 DayVersion 365Official CPE Provider

Stop cleaning data by hand. Use Power Query to connect to almost any source, then filter, reshape, and merge it into analysis-ready tables with steps that refresh in a single click.

Course Objective

In this class, we will delve into the benefits and features provided using Power Query. We will examine the options available within the ribbon, as well as explore and demonstrate importing, filtering, transforming, and merging data using Power Query or Get and Transform.

Prerequisites

To ensure your success, we recommend that you first take Excel Level 1, Level 2, and In-Depth PivotTables, or have equivalent knowledge and skills - such as knowledge of advanced features and functions. Contact us to discuss if this class is right for you.

Course Outline

5 lessons · 15 topics

1Explore the Power Query/Get & Transform

Get & Transform Data on the Data Tab
Identify Data Source Types Available for Import

2Connect to and Load Data using Power Query

Connect to a Data Source
Create Queries from Excel, Access, a Website, Folder and More
Data Load Options and Query Navigation Panel

3Transform and Shape Data using Columns

Column Options in Query Editor
View and Modify Query Steps
Sort and Filter Data in Query Editor
Transform Date using Number, Date & Time, and Structured Columns
Pivot a Column

4Group Data, Append and Merge

Append Data from Two Queries
Merge Two Queries Together
Manage the Queries Pane in Excel

5Aggregate Data and Analyze Data

Use Query Editor to Aggregate Data from a Column
Introduction to the Data Model

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals