Description

Power Query is a technology that allows you to find, link, merge and optimize your data sources for analysis. Power Query will be able to import, clean and evaluate millions of rows in the data model. Compared with other Excel tools it is an incredibly short learning curve. You set up a query once and use it again with a simple refresh. Power query helps to prepare your data for a pivot table report. A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends in your data

Learning Outcome and Goals

• Understand Excel Data thoroughly & Prevent common mistake in Excel Reports
• Manage & Analyze Database/Excel List effectively
• Ability to connect data from another source/file
• Introduction to Macro Recording to automate repetitive task
• Manage worksheet & file Protection

Course Requirement

• Participants should be able to use a PC at the beginner level
• Basic knowledge and functionality of Microsoft Excel
• Microsoft Office 2013 and above

Course Outline -Day 1

Introduction to Power Query

• Exploring Power Query User Interface
• 2013 Power Query Tab
• Excel 2016 Get & Transform Group
• Power Query Basics
• The Query Editor
• Understanding Query steps
• Refreshing Power Query data
• Managing Existing Queries
• Overview of Query Actions
• Understanding Data Destinations
• Close & Load
• Close & Load To…

Power Query Data Sources

• Data Sources Overview
• Power Query Data Sources
• Get Data from
• CSV and Text Files
• Current Excel worksheet
• Excel Workbooks
• Folder
• Database
• Reusing Recent Data Sources

Transform Data – Columns

• Transform data Overview
• Working with Columns
• Creating Custom Columns
• Pivot Column
• Unpivot columns

Transform Data – Rows

• Filtering Rows
• Filter a column using Text Filters
• Filter a column using Number or Date/Time Filters
• Filter a column by Row Position
• Keep Top Rows
• Keep Top 100 Rows
• Keep Range of Rows
• Remove Top Rows
• Remove Alternate Rows
• Removing Duplicate Records
• Remove rows with errors
• Sort a Table
• Changing Values
• Replacing Values
• Replace text values
• Replace number, Date/Time. or logical values
• Transposing a Table
• Grouping and Aggregate Rows
• Group Single Column
• Group Multiple Columns

Working with Queries

• Append Queries
• Perform an Append Operation
• Merge Queries

Course Outline -Day 2

PivotTable

• Get to know a PivotTable
• The Best Practice using a database for PivotTable

Creating Pivot Table

• Database Pre-requisite for preparing a PivotTable Report
• Designing a PivotTable
• Adding Elements to the Report
• Creating a Report Filter
  • Use Table Field as Report Filter
  • Use the Report Filter
  • Reset the Filter
• Use Slicers to Filter Report
  • What is Slicers?
  • Remove Slicer
• Update the Data Source
  • Changes Data Sources
  • Create a dynamic Range for the Data Table

Customizing a PivotTable

• Format a PivotTable
  • Use PivotTable Style
  • Number and Text Format
  • Explore the PivotTable Options
  • Use the Value Field Settings
• Subtotals
• Show Value As
• PivotTable Print Options
• Grand Totals
• Report Layout

Grouping, Sorting and Filtering

• Grouping Pivot Fields
  • Dates
  • Number Fields
  • Text
• Ungrouping
• Sort& Filtering the PivotTable

Use “Fields, Item and Sets”

• Creating Calculated Field
• Creating Calculated Item
• Edit and Delete Calculated Field or Item

Pivot Charts

• Convert PivotTable to PivotChart

PivotTable Wizards

• Multiple Consolidation Ranges