Master Excel Power Query: Beginner to Advanced Start File Name Solution File Name Your Notes

S1: Introduction
Applications of Power Query
Important - Excel Versions, Expectations & Course Pathways
Workaround to loading as PivotTable
DOWNLOAD ALL Files & How to Use Them
************ S2: Power Query Essentials ************
What You Can Achieve by the End
What is a Proper Data Set? ProperData.xlsx
(In case you need to) Links to Brush up Your Excel
S3: The Power of Power Query
Analyze Large Data Quickly! Pivot Table or Power Query? InvoiceData.xlsx
Power Query Overview - Import Large Data from Another File InvoiceData.xlsx SalesReport_Part1.xlsx
Power Query Editor & Basic Transformation InvoiceData.xlsx / SalesReport_Part1.xlsx SalesReport_Part2.xlsx
Quick Insights on Data Quality & Distribution (Hidden Feature) InvoiceData.xlsx / SalesReport_Part2.xlsx
Formula Bar, Applied Steps & M Code InvoiceData.xlsx / SalesReport_Part2.xlsx SalesReport_Part3.xlsx
Close & Load Destinations (How to Change Them) InvoiceData.xlsx / SalesReport_Part3.xlsx SalesReport_Part4.xlsx
Refresh Data & PQ Refresh Options InvoiceData.xlsx / SalesReport_Part4.xlsx
Import CSV File & Extract Text Based on Pattern InvoiceData.xlsx / SalesReport_Part4.xlsx SalesReport_Part5.xlsx
Merge Data with Another File (Pivot Table from Multiple Files) InvoiceData.xlsx / SalesReport_Part5.xlsx SalesReport_Part6.xlsx
Old School Method - What if There Was NO Power Query? Report_OldSchool_Solution.xlsx
Activity - Get Familiar with Power Query
S4: Important Power Query Tips & Tricks
Uploading Data From Excel DataFromExcel.xlsx DataFromExcel_Solution.xlsx
The Hidden Table Method (Hidden Feature) DataFromExcel.xlsx DataFromExcel_Solution.xlsx
Handling Changes to Source ImportData.xlsx Changes_to_Source_Solution.xlsx
Data Types in Power Query
Data Types vs. Formatting & Null Values PQTips.xlsx
Power Query Navigation Shortcuts (Become Pro)
Finding & Correcting Errors in Data PQTips.xlsx PQTips_Solution.xlsx
More Data Views - Duplicate OR Reference Query? QueryManagement.xlsx QueryManagement_Solution.xlsx
Keeping an Eye on Query Dependencies QueryManagement_2.xlsx
Delete, Manage, Copy Queries & Backup Results (Become Pro) QueryManagement_2.xlsx QueryManagement_hardcoded.xlsx
CHALLENGE - Find and Correct the Mistake Challenge folder Challenge folder
Quiz - Power Query Tips & Tricks
Best Practice for Power Query
S5: Helpful Power Query Transformations
Text Transformations (Format, Extract & more) TransformText.xlsx TransformText_Solution.xlsx
Merging Columns & What to Watch Out For MergeColumns.xlsx MergeColumns_Solution.xlsx
Fill & Replace Values to Create Proper Datasets FillReplace.xlsx FillReplace_Solution.xlsx
Sort Data including Multiple Levels Sort_RemoveDuplicate.xlsx Sort_RemoveDuplicate_Solution.xlsx
Remove Duplicates including Multiple Columns Sort_RemoveDuplicate.xlsx Sort_RemoveDuplicate_Solution.xlsx
Number Transformations & What to Watch Out For NumberTransformation.xlsx NumberTransformation_Solution.xlsx
Working with Filter (AND & OR Conditions) Filter.xlsx Filter_Solution.xlsx
CHALLENGE - Can you Find the Mistake? Problem with Filter (Become PChallenge Folder Challenge Folder
Change Type & Remove Columns Trap (Become Pro) ChangeType_Trap.xlsx ChangeType_Trap_Solution.xlsx
Key Takeaways - Helpful Power Query Transformations
S6: Powerful Power Query Transformations
Column From Examples - Extract Patterns Quickly Column_From_Examples Column_From_Examples_Solution.xlsx
Allocate Data to Groups or Buckets (Become Pro) Buckets_Conditions_GroupBy Buckets_Conditions_GroupBy_Solution.xlsx
Conditional Columns in Power Query Buckets_Conditions_GroupBy Buckets_Conditions_GroupBy_Solution.xlsx
Aggregating (Grouping) Data on Multiple Levels Buckets_Conditions_GroupBy Buckets_Conditions_GroupBy_Solution.xlsx
Group By for All Rows (Become Pro) Buckets_Conditions_GroupBy Buckets_Conditions_GroupBy_Solution.xlsx
Unpivot Columns - Basics UnPivot_Pivot.xlsx UnPivot_Pivot_Solution_Part1.xlsx
Unpivot & How to Overcome Common Errors (Become Pro) UnPivot_Pivot.xlsx UnPivot_Pivot_Solution_Part2.xlsx
Pivot Columns - Basics UnPivot_Pivot.xlsx UnPivot_Pivot_Solution_Part3.xlsx
Problem with Split by Delimiter (that's easy to miss) Split_Column.xlsx Split_Column_Solution_Part1.xlsx
Split Column by Rows instead of Columns (Become Pro) Split_Column.xlsx Split_Column_Solution_Part2.xlsx
CHALLENGE - Summarize Sales By State Challenge Folder
Solution - Summarize Sales By State (Bonus Map Chart Included) Challenge Folder
S7: Date & Time Transformations
Date Transformations (Extract Age, Weekday etc.) DateTransformations.xlsx DateTransformations_Solution_Part1.xlsx
Creating Dates from Text or Columns (Become Pro) DateTransformations.xlsx DateTransformations_Solution_Part2.xlsx
Time Transformations (Calculating Hours worked) TimeTransformations.xlsx TimeTransformations_Solution.xlsx
Date & Number Errors When Importing Data (Locale) Data_Europe.csv Data_Europe_Solution.xlsx
CHALLENGE - Pivot Table for Hours Worked by Month & Week Number Challenge Folder
Solution - Pivot Table for Hours Worked by Month & Week Number Challenge Folder
Quiz - Date & Time Transformations
S8: Custom Column & Basic M Manipulation
Important Basic Power Query M Logic CustomColumn.xlsx
Why Use Custom Columns
Introduction to "Add Custom Column" CustomColumn.xlsx CustomColumn_Solution.xlsx
Custom Columns Type Compatibility & Intrinsic Functions CustomColumn.xlsx CustomColumn_Solution.xlsx
Skipping Steps in Power Query (Become Pro) SkippingSteps.xlsx SkippingSteps_Solution.xlsx
 Adjusting FILTER & Conditional Columns to Reference a Dynamic VariabAdjustingM.xlsx AdjustingM_Solution.xlsx
Drill-Down in Power Query DrillDown.xlsx DrillDown_Solution.xlsx
Custom Formulas for Template Creation (Hidden Tip) CustomTemplate.xlsx CustomTemplate_Solution.xlsx
Quiz - Custom Columns and Basic M
Key Takeaways - M Basics
S9: Power Query Data Sources (Online)
Connecting to different Sources
Import Data from a Website WebTable.xlsx WebTable_Solution.xlsx
Automatically Connect to Files on Websites (Hidden Feature) WebFile.xlsx WebFile_Solution.xlsx
Import Data from ODATA OData.xlsx Odata_Solution.xlsx
Get Google Sheet Data with Power Query GoogleSheets.xlsx GoogleSheets_Solution.xlsx
Connect to Outlook Online (Microsoft Exchange)
Connect to SharePoint or OneDrive for Business
Pro Tip - How to Change Source from Local to SharePoint Local_Urban Right.xlsx
CHALLENGE - Google Sheets Survey "Your Dinner Plans" Challenge Folder
S10: Combining / Appending Data
Why Append Data? The Difference Between Merge & Append
Combine / Append Data from Multiple Workbooks FileA_Meta Creations.xlsx / FileB_Urban Right.xl Append_Few_Files_Solution.xlsx
Combine All Files in a Folder (with Excel Tables) Append From Folder / Files_Tables Append_Folder_Tables_Solution.xlsx
Combine All Files in a Folder (No Tables) Append From Folder / Files_Data Append_Folder_Data_Solution.xlsx
How to Adjust Folder Path from Local to SharePoint Drive Append_Folder_Data_Solution.xlsx
Combine All Sheets in a File (Pivot Table from Multiple Sheets) AppendAllSheets_Company.xlsx AppendAllSheets_Company_SolutionV1.xlsx
Overcome Potential Errors when Combining Sheets (Become Pro) AppendAllSheets_Company_SolutionV1.xlsx AppendAllSheets_Company_SolutionV2.xlsx
Consolidate Data from Multiple Sheets in the Current Workbook Current_Workbook_Append.xlsx Current_Workbook_Append_Solution.xlsx
CHALLENGE - Consolidate Data from Folder (with a twist) Challenge Folder
Solution - Consolidate Data from Folder (with a twist) Challenge_Solution.xlsx
Tips & Key Takeaways When Appending Data in Power Query
S11: PROJECT - Report on HR Data
Test Your PQ Knowledge by Completing This Project Project_DataAnalysis_01_Start.xlsx
Calculate Years Worked in Each Position Project_DataAnalysis_01_Start.xlsx Project_DataAnalysis_02.xlsx
Calculate Years Worked in the Company Project_DataAnalysis_02.xlsx Project_DataAnalysis_03.xlsx
Split First, Last & Middle Names to Separate Columns Project_DataAnalysis_03.xlsx Project_DataAnalysis_04_Final.xlsx
Key Takeaways - Data Analysis & Preparation with Power Query
S12: All Merge Options - Join Kind Options Explained
Overview of Merge Options and Join Kinds
Left Outer Join & Right Outer Join Merge_Left_Right.xlsx Merge_Left_Right_Solution.xlsx
Merge Based on Multiple Columns (Become Pro) Merge_MultipleColumns.xlsx Merge_MultipleColumns_Solution.xlsx
Can You Find the Mistake? Merging Text Columns Merge_TextColumns_withMistake.xlsx Merge_TextColumns_withMistake_Solution.xlsx
Merge Data to Get Multiple Match Results & Bonus Tip Merge_Multiple_MatchResults.xlsx Merge_Multiple_MatchResults_Solution.xlsx
Inner & Full Join in Power Query Merge_Inner_Full_Anti.xlsx Merge_Inner_Full_Anti_SolutionPart1.xlsx
Left & Right Anti Join when Merging in Power Query Merge_Inner_Full_Anti.xlsx Merge_Inner_Full_Anti_SolutionPart2.xlsx
How to Use Fuzzy Match in Power Query Merge_Fuzzy.xlsx Merge_Fuzzy_Solution.xlsx
Fuzzy Match with Transformation Table (Hidden Feature) Merge_FuzzyTransform.xlsx Merge_FuzzyTransform_Solution.xlsx
CHALLENGE - Someone Hacked the Salary File - Find Mismatches in DaChallenge Folder
Solution - Someone Hacked the Salary File - Find Mismatches in Data Challenge Folder
Key Takeaways - Power Query Merge Kinds
S13: When to Use Power Pivot & Load to Data Model
When to Load Data to the Data Model
Availability of Power Pivot
Pivot Table from Multiple Excel Tables DataModel_Tables.xlsx DataModel_Tables_Solution.xlsx
Power Pivot Table with Data Model & Power Query Report_Master.xlsx & SalesDetails.csv Report_Master_Part1.xlsx
Create a Calendar Table in Power Pivot Report_Master_Part1.xlsx Report_Master_Part2.xlsx
Pivot Slicers & TimeLine with Power Pivot & Power Query (Become Pro) Report_Master_Part2.xlsx Report_Master_Final.xlsx
Key Takeaways - Data Model & Power Query
************ S14: Power Query Advanced to Pro ************
What You Can Achieve as an Advanced Power Query User
You've Come So Far!
S15: Solving Complex Data Analysis Problems with Merge
Learning Objectives for this Section
Messy Data from Multiple Rows to One Row (Create Proper Data Set) Messy_to_Proper_Data.xlsx Messy_to_Proper_Data_Solution.xlsx
Search and Replace Bulk Values BulkReplace.xlsx & Source_App_Data.xlsx BulkReplace_Solution.xlsx
Calculate Value Difference to Previous Row Gold_Prices.txt Diff_Previous_Row_Solution.xlsx
Approximate Match Lookup with Merge Approximate_Match.xlsx & Salary.xlsx Approximate_Match_Solution.xlsx
CHALLENGE - Create a Report based on Multiple Parameters Challenge Folder
Solution - Create a Report based on Multiple Parameters Challenge Folder
S16: Advanced Problem Solving using the Power Query Interface
Learning Objectives for this Section
Assign Unique Number to Group UniqueID_PerItem.xlsx UniqueID_PerItem_Solution.xlsx
Advanced Unpivot Techniques Advanced_Unpivot.xlsx Advanced_Unpivot_Solution.xlsx
Advanced Pivot Techniques Advanced_Pivot.xlsx Advanced_Pivot_Solution.xlsx
Incremental Data Load & Self Referencing Query (Hidden Tip) SalesData.xlsx & MonthlySalesData Folder All_Data_Self_Reference_Solution.xlsx
Key Takeaways - Advanced Problem Solving
S17: PROJECT - Create a Modern Excel Dashboard with Power Query & Piv
Excel Dashboard Project Overview
Prepare a Draft of the Dashboard Dashboard_v1.xlsx
 Import Master data from External Workbook with Power Query Dashboard_v1.xlsx & MasterData.xlsx Dashboard_v2.xlsx
Import Data from Text File with Power Query Dashboard_v1.xlsx & SalesData.txt Dashboard_v2.xlsx
Create the Data Model & Define Relationships in Power Pivot Dashboard_v2.xlsx Dashboard_v3.xlsx
Create Logic for Latest and Previous Month in Power Query Dashboard_v3.xlsx Dashboard_v4.xlsx
Setup Calculations with Pivot Tables for Latest Month Dashboard_v4.xlsx Dashboard_v5.xlsx
Link Excel Shapes to Data & Linked Picture Trick Dashboard_v5.xlsx Dashboard_v6.xlsx
Top 3 Sales Managers & Numbers (Sorted Excel Pivot Table) Dashboard_v6.xlsx Dashboard_v7.xlsx
Linked Table for Sales by Product Category Dashboard_v7.xlsx Dashboard_v8.xlsx
Excel Pivot Chart for Monthly Sales Dashboard_v8.xlsx Dashboard_v9.xlsx
Pivot Slicer Connected to Multiple Pivot Tables Dashboard_v9.xlsx Dashboard_v10.xlsx
Finalize the Excel Dashboard Dashboard_v10.xlsx Dashboard_Final.xlsx
Key Takeaways - Excel Dashboard Project
S18: Understanding M Formula Language (Let, Lists, Records & Improving
M Language - How M Thinks (let Expression & Values) Understanding_M.xlsx
Defining & Invoking Custom M Functions Invoking_Functions.xlsx Invoking_Functions_Solution.xlsx
Reference Guide for Standard M Functions StandardFunctions.xlsx
Lists & Records and how to Reference a Specific Cell in a Table PQObjects.xlsx PQObjects_Solution.xlsx
Summarizing Brackets & Lookup Operators in M code
Creating Lists, Tables & Records inside Power Query Lists_Records_Tables.xlsx Lists_Records_Tables_Solution.xlsx
Understand Each Keyword & the Purpose of _ (underscore) Each.xlsx Each_Solution.xlsx
Using Power Query Parameters Data.xlsx Data_PQ_Parameters_Solution.xlsx
IF Then & Lookup Operators to Lookup Values in Previous Row Diff_Previous_Row_Original_Solution.xlsx Diff_Previous_Row_IF_Solution.xlsx
Error Handling - Bulk Replace Lookup with Try Otherwise BulkReplace_Original_Solution.xlsx BulkReplace_CustomColumn_Solution.xlsx
Speed up Queries - Table.Buffer & How to Test Impact (Hidden Tip) PerformanceTest_Buffer.xlsx PerformanceTest_Buffer_Solution.xlsx
Query Folding - Improve Performance for Relational Databases
Test Your Knowledge - Understanding M
Key Takeaways & Power Query M Formula Language Specifications
S19: Working With List & Table Functions
What You Learn in this Section
Create a Calendar Table From Start to End Date Calendar.xlsx Calendar_Solution.xlsx
Power Query Text Functions (Text.Contains, Text.Replace) TextFunctions.xlsx TextFunctions_Solution.xlsx
How to Use List Functions in Custom Column TablesLists.xlsx TablesLists_Solution.xlsx
Merge Values from Rows into One Cell MergeRows.xlsx MergeRows_Solution.xlsx
S20: Creating & Invoking Custom Functions
What You Learn in this Section
Unpivot & Consolidate Data From Multiple Sheets (with Custom Function)SalesByCompany.xlsx Consolidated_Sales_Solution.xlsx
Rank by Group (Nested Rank) with Power Query Nested_Rank.xlsx Nested_Rank_Solution.xlsx
Running totals by Month (Invoking functions) RunningTotals_per_Month.xlsx RunningTotals_per_Month_Solution.xlsx
How Far You've Come!
S21: Flexible Importing of Data with the Help of M Functions
What You Learn in this Section
Better Collaboration - File Path as Parameter in Power Query Report.xlsx Report_Solution_PQParameter.xlsx
Better Collaboration - File Path from a Cell (Formula.Firewall Error) Report.xlsx Report_Solution_ExcelParameter.xlsx
Import from Folder - Mixed Letter Case Headers & Trailing Spaces Files_Data Folder Files_Consolidate_Solution.xlsx
Append All Sheets BUT Data Starts from Different Rows SourceData_TabNames.xlsx SourceData_TabNames_Solution.xlsx
CHALLENGE - Combine Sheets & Get Name from Cell Value Challenge Folder
Solution - Combine Sheets & Get Name from Cell Value Challenge Folder
S22: PROJECT - Power Query and Power BI
Project Overview of Power BI Dashboard
Install Power BI Desktop & Quick Overview InvoiceData.xlsx & MasterCustomer.txt
Upload & Transform Data with Power Query in Power BI Customer BI Dashboard.pbix
Setup Data Model & Create Relationships in Power BI Customer BI Dashboard_Step2.pbix
Create Your Dashboard & Reports within Minutes Customer BI Dashboard_Final.pbix
Publish Dashboard to Power BI Service
Key Takeaways - Power Query & Power BI
S23: Final Words
Wrapping up & What's Next
More Resources to Learn