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Power Query: Shaping & Grouping Data

The document provides an introduction to Power Query in Excel, focusing on data shaping and grouping techniques. It covers key features such as transposing, pivoting, and grouping data for analysis, as well as data cleaning and preparation methods. The content is aimed at helping users effectively manipulate and analyze data within Excel.
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0% found this document useful (0 votes)
8 views27 pages

Power Query: Shaping & Grouping Data

The document provides an introduction to Power Query in Excel, focusing on data shaping and grouping techniques. It covers key features such as transposing, pivoting, and grouping data for analysis, as well as data cleaning and preparation methods. The content is aimed at helping users effectively manipulate and analyze data within Excel.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Introduction to Data

Shaping and
Grouping
INTRODUCTION TO POWER QUERY IN EXCEL

Lyndsay Girard
Performance Analytics Consultant
Shaping and Grouping Data
Shaping: restructuring data to make it more
suitable for analysis.

Grouping: Aggregating and summarizing


data based on specific columns.

INTRODUCTION TO POWER QUERY IN EXCEL


INTRODUCTION TO POWER QUERY IN EXCEL
INTRODUCTION TO POWER QUERY IN EXCEL
INTRODUCTION TO POWER QUERY IN EXCEL
INTRODUCTION TO POWER QUERY IN EXCEL
Transpose
Reshape rows to columns and columns to rows.

INTRODUCTION TO POWER QUERY IN EXCEL


Group By
Aggregate data into groups based on
specific column values (e.g., sum).

INTRODUCTION TO POWER QUERY IN EXCEL


Group By
Aggregate data into groups based on
specific column values (e.g., sum).

Retains row and column orientation.

INTRODUCTION TO POWER QUERY IN EXCEL


Pivot
Reshape data and create a cross-
tabulation by rotating rows into columns.

INTRODUCTION TO POWER QUERY IN EXCEL


Pivot
Reshape data and create a cross-
tabulation by rotating rows into columns.

AND group/aggregate data based on


specific columns (e.g., sum).

INTRODUCTION TO POWER QUERY IN EXCEL


Transpose vs. Pivot vs. Group By

INTRODUCTION TO POWER QUERY IN EXCEL


Transpose vs. Pivot vs. Group By

INTRODUCTION TO POWER QUERY IN EXCEL


Transpose vs. Pivot vs. Group By

INTRODUCTION TO POWER QUERY IN EXCEL


Transpose vs. Pivot vs. Group By

INTRODUCTION TO POWER QUERY IN EXCEL


Transpose vs. Pivot vs. Group By

INTRODUCTION TO POWER QUERY IN EXCEL


Let's practice!
INTRODUCTION TO POWER QUERY IN EXCEL
Shaping and
Grouping Data in
Excel Power Query
INTRODUCTION TO POWER QUERY IN EXCEL

Full Name
Performance Analytics Consultant
Let's practice!
INTRODUCTION TO POWER QUERY IN EXCEL
Congratulations!
INTRODUCTION TO POWER QUERY IN EXCEL

Lyndsay Girard
Performance Analytics Consultant
Getting started with Power Query in Excel
Main features of Power Query Editor.
Power Query's role in ETL data workflows.

Load data from multiple sources.

Row and Column Manipulations.

Applied Steps log.

Loading tables into Excel Workbook.

INTRODUCTION TO POWER QUERY IN EXCEL


Data Cleaning and Preparation
Column profile/view column features.
Data filtering.

Troubleshoot errors and missing data.

Removing duplicates.

Handling outliers.

INTRODUCTION TO POWER QUERY IN EXCEL


Column Transformations
Numerical transformations.
Date/Time transformations.

Text transformations.

INTRODUCTION TO POWER QUERY IN EXCEL


Shaping and Grouping Data
Transpose transformations.
Pivot transformations.

Group By transformations.

Reference vs. Duplicate query.

INTRODUCTION TO POWER QUERY IN EXCEL


Where we started

INTRODUCTION TO POWER QUERY IN EXCEL


What we have covered

INTRODUCTION TO POWER QUERY IN EXCEL


Congratulations!
INTRODUCTION TO POWER QUERY IN EXCEL

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