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Power Query-Transforming Work Processes Using Excel P

This one-day course teaches participants how to use Power Query in Microsoft Excel to transform their work processes. Power Query allows users to extract data from multiple sources, consolidate and clean the data with just a few clicks, and automate repetitive tasks without using macros or VBA code. The course covers how to use Power Query's key functions to extract, transform, and load data from various sources; automate tasks; record workflows; unpivot pivot tables; combine and merge tables; import from databases; and refresh queries automatically. Attendees will learn practical techniques to work more efficiently in Excel.

Uploaded by

Jia Xin
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
353 views

Power Query-Transforming Work Processes Using Excel P

This one-day course teaches participants how to use Power Query in Microsoft Excel to transform their work processes. Power Query allows users to extract data from multiple sources, consolidate and clean the data with just a few clicks, and automate repetitive tasks without using macros or VBA code. The course covers how to use Power Query's key functions to extract, transform, and load data from various sources; automate tasks; record workflows; unpivot pivot tables; combine and merge tables; import from databases; and refresh queries automatically. Attendees will learn practical techniques to work more efficiently in Excel.

Uploaded by

Jia Xin
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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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 : [email protected]

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