Microsoft Power BI

Power Query in Microsoft Excel

Course Duration: 90 Minutes

Target Audience:

Aimed at experienced Excel users who need to create and manipulate complex data and convert into professional, concise, and visual dashboards.

Course Objectives:

To allow the attendee to learn the required functionality to create engaging and visual summary sheets and dashboards using Microsoft Excel.

Course Outline:

Course Introduction

Power Query for Microsoft Excel Concepts

  • About Power Query for Microsoft Excel
  • Get to know Power Query
  • Learn how to combine multiple data sources
  • What Power Query is used for

Importing and Refreshing Data

  • Import data from external data sources
  • Import data from a folder with multiple files
  • Refresh an external data connection
  • How data journeys through Excel
  • Handling data source errors
  • Import Data from Database using Native Database Query
  • Manage data source settings and permissions
  • Getting data

Using Connections and Properties

  • Create, edit, and manage connections to external data
  • Manage external data ranges and their properties
  • Connection properties
  • Connect to (Import) external data

Creating, Loading, or Editing a Query

Transforming and Shaping Data

  • Columns
  • Rows
  • Sort and filter
  • Aggregate and combine

Using Query Editor and Managing Queries

  • Create Power Query formulas
  • Create - and invoke - custom functions
  • Manage queries
  • Manage Preview Data
  • Profile data to view statistics
  • Using the Applied Steps list
  • Using custom functions
  • Power Query M Function reference

Overview of Advanced Features in Power Query

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