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Corporate Finance Institute

Introduction to Power Query

via Corporate Finance Institute

Overview

Introduction to Power Query Overview

Power Query is one of the most important tools for preparing data in Excel, Power BI, and other Microsoft analytics products. This course provides a practical foundation for using Power Query in an analyst-friendly way. The focus is on building clean, repeatable workflows: connecting to source data, applying transformation steps, cleaning common data issues, reshaping tables for analysis, and loading results back into Excel. Along the way, the course emphasizes how Power Query records each step so that messy manual processes can become structured, refreshable workflows. Throughout, you’ll work with real sample data and short exercises that reinforce each concept so you can apply core Power Query patterns immediately in day-to-day work.

Who should take this course?

This course is for beginners who want to learn Power Query from scratch, and for Excel/Power BI users who want a practical foundation for cleaning and transforming data. It’s also useful for analysts and finance professionals who spend time manually preparing reports and want to build cleaner, more repeatable workflows.

Software Requirements

Power Query is available in Microsoft Excel for Windows, Excel for Mac, and Microsoft Power BI. However, available features may vary depending on the product, platform, and version you are using.

Before beginning the course, confirm that Power Query is available in your software by reviewing Microsoft’s guide: https://learn.microsoft.com/en-us/power-query/power-query-what-is-power-query#where-can-you-use-power-query

Introduction to Power Query Learning Objectives

By the end of this course, you will be able to:

  • Connect to common data sources and import data into Excel with Power Query
  • Clean and standardize raw data using common UI-based transformations
  • Reshape tables for analysis with grouping, pivoting, and unpivoting
  • Combine datasets using append and merge workflows
  • Organize repeatable query workflows and explore how Power Query fits within Excel and Power BI

Syllabus

  • Introduction
  • Basic Transformations
  • Cleaning and Transforming Data
  • Reshaping and Combining Data
  • Building Repeatable Workflows
  • Course Wrap-Up
  • Qualified Assessment

Taught by

Joseph Yeates

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