Excel Power Query Tips and Techniques

Excel Power Query Tips and Techniques

52mIntermediate2019-10-14

Authors

Oz du Soleil

Oz du Soleil

Excel MVP, Author, and Trainer

Course details

Learn timesaving tips on using Power Query, also called Get & Transform, a data connection technology that simplifies gathering, connecting, combining, and refining data in Microsoft Excel and Power BI Desktop. Power Query is simple to use but can be especially powerful when you learn a few techniques. In this course, instructor Oz du Soleil demonstrates customizing your Excel environment, then dives into organizing your work. He offers strategies for working with queries including referencing, duplicating, and renaming queries. Finally, Oz shows how to approach tasks where Power Query works differently from Excel.

Learning objectives
Describe how to manage data types.
Explain the purpose of the Monospaced feature.
Determine the best approach for organizing and managing queries.
Distinguish between duplicating and referencing a query.
Interpret the different ways to merge new queries.
Determine the appropriate steps for resolving table and filter issues.

Skills covered

Microsoft OfficeTips, Tricks, & TechniquesOffice 365Microsoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft

Concepts

Introduction

  • Get more from Power Query
  • What you should know

Customizing Your Environment

  • Disable auto detect data type
  • View monospaced

Organizing Your Work

  • Rename column
  • Move, insert, and delete query steps
  • Rename steps in a query
  • Determining query dependencies

Working with Queries

  • Navigate to new source
  • Change load-to destination
  • Reference a query
  • Duplicate a query - Recycling
  • Duplicate a query vs. reference a query
  • Delete steps until the end
  • Cross join - Matching everything with everything
  • Rename queries
  • Copy and paste queries to a new workbook
  • Merging and segmenting data - Anti-join
  • Merge queries as new

Power Query Peculiarities

  • Filtering in Power Query
  • Sorting in Power Query
  • Pass parameter - Drill down to a single value
  • Prevent table from resizing
  • Transformation table
  • Filter for certain files when importing from a folder
  • Warning - Two types of merges
  • Splitting columns
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