Once installed, the Power Query tab will be visible in the Excel Ribbon. In Excel 20 for Windows, Power Query is a free add-in. It is now on the Data tab of the Ribbon in the Get & Transform group. Starting in Excel 2016 for Windows, Power Query has been fully integrated into Excel. 🙂 Believe me, I’ve spent the better part of my career doing these tasks and trying to figure out faster ways to get them done.įortunately, Power Query has buttons that automate all these tasks! Overview of the Power Query Ribbon Convert data types – text, numbers, datesĭo any of these tasks sound familiar? If so, then they probably also sound boring, repetitive, and time consuming.These data transformations could include tasks like: If so, you probably spend a lot of time transforming or re-shaping your data to create additional reports, pivot tables, or charts. Common Data Tasks Made Easyĭo you work with data that has been exported from a system of record? This could be a general ledger, accounting, ERP, CRM,, or any reporting system that contains data. If you have used macros to transform your data, you can think of this as a much easier alternative to VBA that does NOT require coding. Power Query is like a machine because once you have your query setup, the process can be repeated with the click of a button (refresh) every time your data changes. Output that data to your worksheet or data model (PowerPivot) that is ready for pivot tables or reporting.Press buttons in the Power Query Editor window to transform your data.You add your data sources (Excel tables, CSV files, database tables, webpages, etc.).

Once the dials are set, the process can be repeated over-and-over again to make perfect pastries every time.

And it magically creates pastries (cookies, donuts, biscuits) that are ready for baking.

I was watching a TV show on how things are made, and they were explaining how a depositor machine worked in a pastry factory. You will learn why this is my new favorite Excel tool for working with data, and how it can help automate processes and save you time! The Power Query Data Machine

In this tutorial I provide an introductory explanation of Power Query. CSV-Order-Files-for-Power-Query-Overview.zip Download Introduction to Power Query

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