Power Query: Transforming your Work
Processes in Excel (1 Day)
If you can related to the following, Power Query will transform the way you work far more effectively than you have ever
experienced
I regularly get data from multiple sources e.g. Excel files, CSV/Text files, external databases (SQL, Access etc.), and bring it
into Excel and consolidate it into one table so I can analyse it.
My data is spread over multiple Excel worksheets/workbooks and I have to consolidate it into one table so I can use it
The constant update of data received requires cleaning before I can use it -splitting text into multiple columns, remove
columns/rows/duplicates , adding columns, Format text as dates or numbers, Other random data cleaning tasks that drive me
crazy and waste my time
I currently use Excel VBA/Macro to clean my data every week/month and it’s tedious.
While normal Excel Functions or Macro/VBA can do all of the above tasks, Excel Power Query tool can perform far more
effectively - simply refresh Power Query and it gets your data and cleans it in seconds.
WHAT IS MICROSOFT EXCEL POWER QUERY?
Excel Power Query tool enables you to extract, transform and load data (ETL) very effectively. In this course, you will aquire the
knowledge and skills in using Power Query which is far simpler, straight forward and easy to use when you need to extract,
consolidate, merge data and automate work processes in Excel. Heavy users of Microsoft Excel will find this course very
practical and useful. Basic knowledge of Microsoft Excel is assumed.
Leverage on the 6 critical functions and its MAGIC with a few clicks of your mouse away!
1. Extracts, Transforms, Loads (ETL) your data from different
sources/software
Learn to extract, load data from different sources/formats/files (SAP,
CSV, database tables, Web Pages, Text, CRM, ERP etc) and transform
data to your Excel worksheet/data model that is ready for analyzing and
reporting.
2. Automates repetitive tasks (alternative to Microsoft Excel
Macro/VBA).
Learn to automate common repetitive tasks with a few clicks of buttons.
E.g.- splitting text into multiple columns, remove/adding columns/rows/
duplicates, clean/trim text or remove empty spaces/characters, Fill
blank cells, Format text as dates/numbers. sort, filter, summarize data
etc. You’ll be able to come out with a faster solution compared to Excel
Macro/VBA. No coding nor Excel Macro/VBA knowledge is required.
3. Records your work flow and Automate Processes
Learn to set and record the steps of your work processes so don’t have to
re-do over-and-over again. You can conveniently click the refresh button
every time you update and change or add your data.
It’s MAGIC
4. Unpivot data from Pivot Table. with a Click
Learn the techniques to transpose, unpivot complex data and normalize it of Your
into a tabular format. Mouse
5. Append (Combine) Tables with Power Query
Learn to combine multiple tables into a large table within one file or pull
in data from different files/sources. All information will be updated and
added automatically into a master worksheet with a click of the `refresh’
button.
6. Merge Tables- A Vlookup Alternative
Learn to optimize on Power Query ability to merge/join tables to
minimize the file size and processing time (alternative to using Vlookup,
Index, and Match).
.
The above diagrams from excelcampus.com are for illustrative purposes only
Yes! Sign Me Up
COURSE OUTLINE ORGANIZATION DETAILS
LESSON 1 – INTRODUCTION TO POWER QUERY Company:
Introduction Address:
Excel 2010/2013/2016
LESSON 2 – GETTING STARTED WITH POWER
QUERY
Extract
Transform Contact Person:
Load
Edit Position:
Refresh
Appending Files Email:
LESSON 3 – IMPORTING EXCEL DATA Tel:
Connecting to Excel Tables
Connecting to Named Ranges
Fax:
Connecting Dynamic Named Ranges HRDF Contributor? Yes No
Consolidating Excel Tables
Consolidating Ranges and Worksheets GST Registered? Yes No
LESSON 4 – CONSOLIDATE FILES IN A FOLDER If Yes, GST No:
Consolidate Excel Files
Consolidate CSV files
Adding More Files
Importing File Name as a Data Column APPROVED BY:
LESSON 5 – “UNPIVOT” PIVOT DATA Signature:
Set up your pivoted data as a table
Load table data in to Power Query Date:
Unpivot Data
Name:
LESSON 6 – TRANSPOSING AND UNPIVOTING
COMPLEX DATA Designation:
Transpose Data *Registration cannot be processed without an authorized signature
Unpivoting Subcategorized Tables
Transposing Stacked Tables Company Stamp:
LESSON 7 – IMPORTING NON DELIMITED TEXT
FILES
LESSON 8 – MERGING TABLES AND QUERIES
Case Study 1
Case Study 2
LESSON 9 – IMPORTING FROM DATABASES
From SQL Server Database
LESSON 10 – OTHER POWER QUERY DATA
SOURCES
Web Data
OData Data Sources
Data from Microsoft Exchange
Data from Facebook
Data from SAP
LESSON 11 – DATA DESTINATIONS
Query Loading Options
Query Loading Methods
Changing the Default Query Loading Settings
LESSON 12 – GROUPING & SUMMARIZING
Get Distinct Values
LESSON 13 – AUTOMATING REFRESH
Example with a csv file
Refresh the connection
Change the source
Refreshing a Single Connection
LESSON 14 – POWER QUERY FORMULAS
5 Very Useful Text Formulas
IF Scenarios
Split Scenario using Text functions
For more information, please contact :
Mr Christopher Ang
Tel : 012-2676843
Email : angcw@pentawise.com
