Learn to use Power Query to clean, transform, and organize data for analysis. Working directly within the Power Query interface, you'll apply structured transformations, reshape datasets using tools such as Pivot, Unpivot, and Transpose, and combine data from multiple sources through appending and merging.
The course also covers creating grouped summaries, conditional columns, and columns from examples to enrich your data. You'll finish by learning how to organize and manage queries effectively using applied steps, duplication, dependencies, and refresh behavior.
What You Will Learn
- Navigate the Power Query interface, understand the data analysis process, and work with Power Query options, applied steps, and refresh behavior.
- Clean and transform data by filtering rows, removing and reordering columns, changing data types, splitting and merging columns, and applying text cleanup techniques.
- Create structured transformations using grouping, conditional columns, date and duration calculations, and columns generated from examples.
- Reshape datasets using Pivot, Unpivot, Transpose, and split-to-rows techniques to support analysis and reporting.
- Combine data from multiple sources by appending tables, worksheets, and CSV files, and merging data using inner and anti joins.
- Organize and manage queries by duplicating and referencing queries, handling errors and values, removing duplicates and blank rows, and working with query dependencies.
Course Outline
Getting Started with Power Query
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The Data Analysis Process
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What Is Power Query?
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The Power Query Interface
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Power Query Options & Settings
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One – Extracting
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Two – Transforming
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Three – Loading
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Four – Refreshing
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Benefits of Power Query
Transpose, Pivot, and Un-Pivot
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Transformations Overview
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Introduction to Transforming Data
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Removing Rows by Filtering Data
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Removing, Renaming & Reordering Columns
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Loading Your Transformations
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Applied Steps
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Saving Transformations
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Data Type Transformations
Combining Data from Two or More Data Sets
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Relationships
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Appending Two Tables
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Appending Multiple Tables
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Query Organization
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Appending Multiple CSVs
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Appending Data with Different Column Headers
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Merging Tables
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Merging via Composite Columns
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Inner Joins
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Right & Left Anti Joins
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Appending Multiple Worksheets
Duplicating and Parameters
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Duplicate & Reference Queries
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Remove Duplicates
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Deleting Queries
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Replacing Errors & Values
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Removing Top/Bottom Rows
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Using First Row as Headers
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Removing Blank Rows
Steps, Groups and Dependencies
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Transformation Steps Level 1
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Splitting Columns
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Merging Columns
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Trim, Clean, and Changing Case
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Transformation Steps Level 2
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Filling Down
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Sorting
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Extracting
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Math Calculations
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Unpivot
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Pivot
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Transpose
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Split Columns into Rows
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Group By
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Grouping by Dates/Times
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Date/Duration Calculations
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Conditional Columns
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Columns from Examples
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Extracting from Data Sources
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Getting Data from Excel
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Getting Data from CSV
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Getting Data from PDF
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Getting Data from Websites
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.