Introduction to Microsoft Excel Power Query

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Course Description

Power Query is a feature that is built into Excel 2016 and later and can be added for free to Excel 2010 and 2013. In this presentation, Excel expert David H. Ringstrom, CPA, helps you get started with this feature that enables you to create set-and-forget data extractions and reports. You'll see how Power Query can wrestle even the most convoluted accounting report exports into in an analysis-ready format. You'll also see how to unpivot any report that has separate columns by account, class, or other measure into a list that is far better suited to data analysis. Microsoft 365 users will be able to extract data from PDF files into Excel, while all users will see how to combine data from multiple worksheets and/or files into a single list.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the session.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics covered:

  • Appending data from two or more worksheets into a self-updating consolidated list with Power Query
  • Extracting data from PDF files with Power Query in Microsoft 365
  • Importing and cleaning up text files with Power Query in anticipation for data analysis
  • Appending data from two or more worksheets into a self-updating consolidated list with Power Query
  • Using Power Query to extract overdue accounts from an accounts receivable aging schedule
  • Importing data from text files into Excel with Power Query
  • Managing the Data Security prompt that can appear after you incorporate Power Query into an Excel workbook

Learning objectives:

  • State the command that you use in Power Query to relate two or more tables together
  • Identify the location of the Power Query commands within Microsoft Excel
  • Recall how to unpivot a report into an analysis-ready format

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