Power Query and Get & Transform: Getting Started

by Paula Guilfoyle

If you are a novice Get & Transform Data user, this course will help you to navigate your way comfortably around the user interface. Learn the basics of using Power Query to connect, combine and transform your data, so that it meets your analysis needs.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Understand the basics and confidently navigate the Get & Transform Data features
  • Connect different data sources and load them into Power Pivot, Excel or Power Query
  • Append and merge queries for easier analysis and combine Excel files from a folder
  • Use the column and row transformation options in Power Query
  • Change the structure and layout of tables into a format you can work with

About the course

Get & Transform Data, also known as Power Query, enables you to get data from any source and transform it into a usable format. As an accountant, you know that organisations often have a vast quantity of data, often be in many different forms. Using Get & Transform you can connect, combine and transform your data, so that it meets your analysis needs.

If you are a novice Get & Transform Data user, this course will take you to a level where you are comfortable navigating and using the features of this user interface. Learn how to connect to different sources, including CSV files and web data, as well as understanding the different data transformations, such as appending queries, and merging join types. Discover how to make the most of column and row transformation options in Power Query and use table transformations to create a table format that you can actually work with.

Look inside

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Contents

  • Learning the basics
    • Connecting to an Excel workbook
    • Navigating Power Query
    • Connecting to a CSV/text file
    • Connecting to web data
    • Connecting to a CSV file
  • Data transformations
    • Applied steps and properties
    • Appending queries
    • Merging queries
    • The impact of merge types
    • Combining files and folders
    • Data types
    • Data types: The solution
    • Showing a new query
  • Column and Row Transformations
    • Working with columns in a table
    • Replacing values and filling data
    • Changing data types
    • Reducing rows
    • Filtering data
    • Removing unwanted data
  • Table transformations
    • Working with text columns
    • Grouping data
    • Transposing data
    • Transformations
    • Setting up a model
    • Setting up a model: the solution
    • Formatting text

Author

Paula Guilfoyle

Paula practiced in Industry for over 15 years, working with both small and large private companies, before moving on to teach Excel and Power BI to accountants and professionals.

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