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Other versions available: 2013, 2007...
Face to face / Online public schedule & onsite training. Restaurant lunch included at STL venues.
Designed for Excel 365
From £495 List price £650
- 1 day Instructor-led
- Courses never cancelled
- Restaurant lunch
With Power Query's data connection technology you can connect, combine, merge and refine data sources to meet your analysis requirements from a large number of data sources.
Using Power Query you can create a query that imports data from a web page and if the source data change the query will refresh the data in your Excel workbook.
Power Query lets you share and manage queries as well as search data within your business. The queries can be shared and used by others in your organisation.
Syllabus
Who is this course for?
This course will benefit:
- People who work with reports, dashboards, and analysis in Excel and spending hours converting, cleaning, formatting, deleting, changing structure in source data from other Excel worksheets, financial systems, databases, websites, SharePoint, and many other sources.
- Those using Vlookup and other lookup and reference function to merge data.
- All, who want to automate the process working with external data in Excel.
- Everybody, who need to combine data to use in Excel.
- All, who get data from CSV files, text files, XML files, or other excel workbooks.
- Everyone, who would like to drop source data files into a folder and get the Excel report/dashboard updated automatically from the data in the new files, added to the folder.
- Everybody working with data models in Excel can use Power Query to extract, clean, combine, merge, and aggregate data before adding the data to a data model.
Prerequisites
An advanced knowledge of Excel.
Benefits
Learn to use Power Query to create queries, data connections to a large number of data sources and reports which will update when new data are added to the data source. Save hours of work converting, cleaning, formatting, deleting, changing structure in source data. Save hours of work updating data analysis worksheets. Save time changing source data to flat lists.Course Syllabus
Getting started
Use Power Query in different versions of Excel
Navigate and get a basic understanding of Power Query
Understand Applied Steps in Query Settings
Extract Data
Extract data from excel table
Extract data from excel external workbooks
Extract data from databases
Extract data from web
Extract data from other sources
From folder (multiple files)
Transform Columns & Add Columns
Use Group By to group source data
Use first row as headers
Aggregate columns
Calculate columns
Use text functions in columns
Clean Data
Change text to columns
Remove unwanted columns and rows from data source
Cope with formatting issues
Manage are source data cleaning issues
Unpivot data
Replace errors or values in columns
Merge & Append
Merge data from an Excel workbook
Merge data from multiple Excel workbooks
Merge data from multiple data sources
Append data from Excel worksheets and multiple data sources
Automate Queries
Understand Power Query technics to automate queries
Understand how to create simple functions in Power Query
Create Dashboard/Report from Power Query data
Prices & Dates
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Online training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
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Testimonials
Central Circle Company
Cheryl Pasaylo Balana,
Coordinator
The power query quite bit hard for me but think me to learn more and master the pivot table.
Excel Power Query
EDMI Europe Limited
Aaron Clark,
Operations Coordinator
I learnt more in 5 mins with Serena on PowerBI than I previously knew from working on the platform every day.
Excel Power Query
Close Brothers Group plc
Ben Essel,
Senior Business Partner
Jens' enthusiasm really helps with engagement
Excel Power Query
Training manual sample
Below are some extracts from our Excel Power Query manual.
Unit 3: Extract Data
In this unit you will learn how to:
Extract data from excel table
Extract data from excel external workbooks
Extract data from databases
Extract data from excel table
To extract data from Excel the data most be stored in an Excel Table.
What is a Table?
In Excel, a table is a specially designated range of numbers. This special range of numbers has added functionality that other cell ranges do not have. You can have more than one table in a workbook or worksheet if you want, and tables can be as large or small as the amount of data you want to work with.
Normally a table is made from adjacent columns of data, with a unique label or heading for each column. Each row in the table should have entries organised according to the column headings. You should keep your table data adjacent in a block to take advantage of all of Excel’s table features. Some Excel features, like filters and PivotTables, will not work correctly if the data is not blocked together in adjacent columns as a table.
One of the key advantages with working with a Table is that the table range will automatically increase as more rows are added. If you have used an Excel Table as the basis for a PivotTable, when the PivotTable is refreshed it will grow to accommodate these new rows. These new rows can either be typed manually or pasted on to the bottom of the table.
Creating Tables
To create a table from an existing range:
Pre-select a range of data in adjacent columns or click any cell within the required data range.
On the Home Ribbon, Style group, click on the Format as Table button.
This will display a menu of table formatting options. If you click on one of the table menu options, the selected range will be formatted as a table based on the style of your choice.
When you choose a table format, you will see a Format as Table dialogue box appear.
If there are column headings in the first row of the range you selected for your table, check the box that says, “My table has headers.”
Make sure the cell range shown is the range that you want for your table;
Click the OK button to create your table.
To extract data from Excel table, click inside the table and click From Table/Range
This will open the query editor where the data will be displayed.
Extract data from excel external workbooks.
Click Get Data -> From File -> From Workbook
Select the file and click Open.
Select the worksheet(s) and click Load
Extract data from databases
Source data stored in database can easily be extracted by Power Query. Click From Database and selected the database. If your database is not listed, you can click From Other Sources and ODBC (Open DataBase Connectivity) and connect to the database.
Select the tables or queries in the database you want to extract to Excel. The data can now be loaded to the destination workbook, or loaded as connection only, or if you want to edit the query, you can click Transform.
Extract data from web
Click From Web, enter the URL and click OK. The Navigator will display the data and again the data can now be loaded to the destination workbook, or loaded as connection only, or if you want to edit the query, you can click Transform.
Unit 4: Transform Columns & Add Columns
In this unit you will learn how to:
Use Group By to group source data
Calculate columns
Use text functions in columns
Replace errors or values in columns
Unpivot data
Use Group By to group source data
The Group By option can be used to get subtotals from source data and can be very useful if you have many to many relationships between multiple source tables. Any number of columns can be grouped, and any number of aggregations can be applied to the query.
Calculate columns
We can make any number of calculated columns in Power Query. This can be useful to automate all steps. In this example we have quarterly profit from clients and want a calculated column to display annually income.
Click Custom Column on the Add Column tab. Give the column a name and type the calculation in the Custom column formula box. On the Available columns list all for the calculated column available columns are listed. Just double click on the column name in the Available columns list when you need to reference the column in the calculation. Here it is just a simple sum.