Microsoft Excel: Introduction to Power Query (Get and Transform)

Microsoft Excel Training Series | Level 3

Course Details

Duration: 1 day (9 am – 4 pm)

Microsoft® Excel® Versions: 2016 | 2019 | 2021 | 365 (Windows)

Delivery Methods (Instructor-led): In-person (Live classroom) | Online in virtual classroom

Course Dates: May 30, 2024 (Online in virtual classroom or In-person) | July 18, 2024 (Online in virtual classroom or In-person) | View schedule Course schedule

Course Fee: $295 CAD per person + HST (Virtual classroom), $325 CAD per person + HST (Bring your own device for in-person courses) or $345 CAD per person + HST (Avantix Learning provides device for in-person courses)*

Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).

Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.

In-person classroom courses: Our instructor-led, live classroom (in-person) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.

Custom training: This course may be delivered at your site or ours as an instructor-led virtual classroom or in-person solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.

Some public courses and / or formats and may be subject to a minimum enrollment requirement.

Register for this training course.

Course Overview

In this course, students will learn to import, connect to, and manipulate data using Excel's amazing Power Query tool (also called Get and Transform). Power Query is part of Excel's suite of Business Intelligence (BI) tools. Students will create, name, edit and refresh different types of queries, including append and merge queries, and connect to both Excel workbooks and external data. Using the Power Query Editor, data will be transformed and columns will be added, removed, split and merged. Participants will learn to clean different types of data including text, numbers and dates. Data will be pivoted and unpivoted and will be combined in different ways. Students will also get started creating calculations in Power Query and will create a pivot table from queried data. Throughout this course, the instructor will include numerous tips, tricks and shortcuts. Key takeaways include a full course manual, Quick Reference Guide with keyboard shortcuts as well as sample and exercise files.

Please note this course is designed for students who have never used Power Query.

Prerequisite: Microsoft Excel: Intermediate / Advanced or equivalent knowledge and skills.

Related training: View all Microsoft Excel courses >

INCLUDED IN THIS COURSE

  • Full course manual
  • Keyboard shortcuts quick reference
  • Sample and exercise files
  • Refreshments (for classes conducted in Avantix Learning classrooms)
  • Certificate of completion
  • Follow-up email support

Course topics

Getting Started with Power Query

  • Overview of the capabilities of Power Query
  • Using different data sources

Creating a Query

  • Using headings in data
  • Creating a query by importing or loading data from a workbook
  • Using Excel tables as the source of a query

Working in the Power Query Editor

  • Working in the Power Query Editor
  • Understanding the different tabs in the Power Query Ribbon
  • Setting columns to the correct data type
  • Filtering columns
  • Right-clicking column headings to access different commands
  • Performing basic transformations and adding steps to a query
  • Navigating through Applied Steps
  • Removing steps from a query

Loading or Connecting to a Query

  • Loading queried data into Excel
  • Creating a connection only query

Viewing, Refreshing and Editing a Query in Excel

  • Viewing a query in Excel
  • Refreshing a query
  • Editing a query

Working with Columns in Power Query

  • Inserting columns
  • Removing columns
  • Combining columns
  • Splitting columns

Cleaning and Transforming Data

  • Removing extra spaces
  • Changing case
  • Removing blank rows
  • Removing rows with errors
  • Filling empty cells with data
  • Removing duplicates
  • Extracting the left, right or middle characters in a column
  • Transforming data using pivot or unpivot
  • Working with dates

Combining Data

  • Combining data from multiple tables into one table using an Append query
  • Combining data from tables using a Merge query

Combining Data from Multiple Sources

  • Importing data from different sources
  • Connecting to data from different sources
  • Combining files from a folder (such as multiple workbooks or csv files)

Creating a Pivot Table from a Query

  • Creating a pivot table from a query
  • Refreshing the query and the pivot table

Creating Calculations

  • Getting started with creating calculations in Power Query
  • Understanding basic syntax
  • Creating a conditional calculation

Register Now for a public course online in virtual classroom format or in-person in downtown Toronto.

Do you need more information? Contact us!

To request this page in an alternate format, contact our staff.

*Prices subject to change

Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom instructor-led virtual classroom or onsite training on a date that's convenient for you.

Copyright 2024 Avantix® Learning

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Avantix Learning |18 King Street East, Suite 1400, Toronto, Ontario, Canada M5C 1C4 | Contact us at info@avantixlearning.ca

Upcoming Training
Course
Microsoft Excel: Introduction to Power Query training course (Online in virtual classroom format or in-person in Toronto, Ontario, Canada)
Location
Avantix Learning, 18 King Street East, Suite 1400,Toronto, Ontario, Canada,
Next course starts
May 30, 2024
Next course ends
May 30, 2024
Description
Live Instructor-led Microsoft Excel: Introduction to Power Query training course is available online in virtual classroom format or in-person in Toronto, Ontario Canada. In this hands-on course, students will learn to import, connect to, and manipulate data using Excel's amazing Power Query tool (also called Get and Transform). Power Query is part of Excel's Business Intelligence (BI) tools. Students will create, name, edit and refresh queries and connect to both Excel workbooks and external data sources. Data will be pivoted and unpivoted and will be combined in different ways. Students will also learn to create basic calculations using Power Query's "M" language and will create a pivot table from queried data. Each student will also receive a full course manual with tips, tricks and shortcuts as well as sample and exercise files. In-person classes are delivered in downtown Toronto or arrange custom virtual or onsite training at your location. Virtual classroom courses are available to our clients across Canada and the US.

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