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Excel Power Query Tips and Techniques

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Overview

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Learn quick ways to become more organized and efficient when using Power Query, a tool inside Microsoft Excel that lets you search, connect, and shape data.

Syllabus

Introduction
  • Get more from Power Query
  • What you should know
1. Customizing Your Environment
  • Disable auto detect data type
  • View monospaced
2. Organizing Your Work
  • Rename column
  • Move, insert, and delete query steps
  • Rename steps in a query
  • Determining query dependencies
3. 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
4. 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

Taught by

Oz du Soleil

Reviews

4.8 rating at LinkedIn Learning based on 1013 ratings

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