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Power Query Data Transformation Guide

The document outlines a training module on Power Query, detailing various topics such as data importation from different sources, data cleaning techniques, and advanced data manipulation methods. It includes practical exercises with sample datasets, focusing on tasks like merging, transforming, and loading data. The module also covers real-world applications, including sales consolidation and automated reporting using Power Query.

Uploaded by

Sunil Kumar Dubey
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3 views1 page

Power Query Data Transformation Guide

The document outlines a training module on Power Query, detailing various topics such as data importation from different sources, data cleaning techniques, and advanced data manipulation methods. It includes practical exercises with sample datasets, focusing on tasks like merging, transforming, and loading data. The module also covers real-world applications, including sales consolidation and automated reporting using Power Query.

Uploaded by

Sunil Kumar Dubey
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Module Topic DescriptionPractice Dataset / Exercise

1. Introdu What is PoOverview anSample [Link]


Power QuerUnderstandScreenshot walkthrough
Loading daLoad data i Simple import example
2. Importi From ExcelImport datas Sales data from CSV
From databConnect to Sample database connection
From web & Import fromFolder of monthly sales files
Refresh quUpdate dataModify CSV and refresh
3. Data Cl Remove dup Clean raw dCustomer list with errors
Change datText, numbeMixed-format column
Replace vaFind and repProduct name corrections
Trim/CleanRemove spaMessy text dataset
Split columBy delimiterFull name to first/last
Merge col Combine mul City & State to Location
Fill missingFill up or Stock inventory dataset
4. WorkingAdd/removCustomizingRearranging sales data
Group dataSum, count,Sales by region
Transpose Swap rows Cross-tab conversion
Unpivot Convert widMonthly sales columns to rows
ConditionaIf-then logi Category assignment based on sales
5. CombiniAppend QuStack datasTwo months of sales
Merge QueJoin datasetSales data + Product master
Combine shAutomaticallFolder of regional reports
6. Date & Extract parYear, monthDate column extraction
Date differCalculate n Order date to delivery date
Fiscal peri Create fisc Financial dataset
Time calculWork with dDelivery time dataset
7. AdvanceParameterCreate dynam Custom region filter
Custom funReusable PoCurrency conversion
M languageIntro to Po Editing steps manually
Error handlManage nullError-filled dataset
Dynamic soFlexible file Moving data source folder
8. Data Lo Load to tabOutput resulPivotTable summary
Load to PoUse Data Mo Linked Power Pivot model
Close & Lo Control wheLoad to connection only
9. Real-WoSales consoCombine and Folder of monthly sales
Customer dRemove dupl CRM export
Survey resuUnpivot [Link]
Inventory tMerge stockInventory + Product list
AutomatedPower Query Automated KPI dashboard

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