Sebastian Taylor – CFI Education – Power Query Fundamentals

Description

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Sebastian Taylor – CFI Education – Power Query Fundamentals

Power Query Fundamentals

Learn to use Power Query for data transformation and automation. In this course, you’ll extract data from multiple different sources and transform it into layouts more suited to analysis.

Overview

Power Query Fundamentals Overview

“Stop wasting your time manipulating data” If you’ve ever worked with data extracts or regular reports in Excel, you’ll know how time-consuming it is to change the layout, extract information, and lookup values from other tables. Not only that, but you repeat these tasks every week or month, each time you receive a new report. Stop. Power Query is about to revolutionize your work.

In this online Power Query Fundamentals course, we’ll explore the world of data transformation and automation. You’ll learn to extract data from multiple sources and transform it into layouts more suited to analysis. We will show you how to automate data connections and transformations and extract and consolidate data from multiple files. Finally, we’ll look at how to deal with common errors. Power Query is essential for any Excel-focused analyst and is a powerful asset to any Business Intelligence analyst. These skills will help you spend less time on data manipulation and more on your analysis projects.

Power Query Fundamentals Learning Objectives

By the end of this course, you will be able to:

• Identify the characteristics of good and bad data using the principles of data normalization.
• Extract data from CSV and Excel files and automate basic transformations such as Pivot and Unpivot.
• Extract information from fields that combine two or more values.
• Transform datasets by grouping or combining data from different tables or even multiple files from the same folder.
• Avoid, interpret and fix errors and exceptions that you experience in Power Query.
• Load transformed data into Excel for use as automated data feeds.

Who should take this course?

This Power Query course is perfect for anyone who wants to build up their understanding of Business Intelligence. This course is designed to equip anyone who desires to begin a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with the fundamental knowledge of Power Query.

What you’ll learn

Getting Started
Introduction to Power Query
Course Outline
Download Power Query
Overview of Course Files

Basic Transformations
Basic Transformations Objectives
What is a CSV File
Database Normalization
Basic CSV Unpivot
Import CSV File
The Power Query Editor
Manipulating Column Headers
The Query Steps Pane
Deleting Columns
Unpivoting Columns
Filtering Blanks
Defining Data Types
Loading Query 1a to the Worksheet
Exercise 1b – CSV Import N Columns
Duplicating Queries
Modifying the Source
Importing an Unknown Number of Columns
Futureproofing Queries
Exercise 1c – Filter Non Dates
Import CSV File 1c
Identify Correct Column Headers
Remove Unwanted Columns
Unpivot and Rename
Date Settings
Interpreting and Filtering Dates
Loading as Connection Only
Exercise 1d – Grouped Row Headers
Fill Values Down
Thinking about the Order of Steps
Pivot Grouped Headers
Adding a Duplicate Column
Finishing up Exercise 1d
Exercise 1z – Student Exercise
Exercise 1z – Clues
Exercise 1z Review

Extracting Information
Extracting Information Objectives
A Closer Look at Filters
Creating Query Folders
Exercise 2a – Better Filters
Extracting Characters from Text
Checking Filter Logic
Exercise 2b – Import Basic Excel Files
Dealing with Ghost Columns
Exercise 2c – Splitting Columns
Referenced Queries
Splitting by Delimiter
Splitting by Character Number
An Introduction to M Code
Commenting Code
Exercise 2d – Splitting columns into rows
Import an Excel Table
Split a Column into Rows
Exercise 2z – Student Exercise
Exercise 2z – Clues
Exercise 2z – Review
What if the Dataset Grows

Consolidating Data
Consolidating Information Objectives
Exercise 3a – Grouping Data
Setting Up Our Query
Aggregating Multiple Columns
Identifying a Specific Month
Grouping Rows
Exercise 3b – Merging Tables
Two Queries from the Same File
Merging Queries
Expanding Merged Columns
Exercise 3c – Combining Identical Files
Create Query from Folder
Modifications Required before Combining
The Combined Query
Extracting Data from Each Filename
Using Filters for Investigation
Exercise 3z – Student Exercise
Exercise 3z – Clues and Challenges
Exercise 3z – Review

Dealing with Errors
Dealing with Errors Objectives
Exercise 4a – Basic Errors
Tracking Down Errors
Managing Errors in the Power Query Editor
Using Find Replace to Fix a Character Error
Exercise 4b – Errors with Date Locales
Changing a Column Date Locale
Exercise 4c – Dealing with Exceptions
Creating a Conditional Column with a Columnar Output
Creating a Conditional Column with a Text Output
Exercise 4d – Errors with File Locations
Creating a Parameter
Using a File Location Parameter
Opening the All Queries File
Exercise 4z – Student Exercise
Exercise 4z – Clues
Exercise 4z – Review

Course Summary
Conclusion

Qualified Assessment
Qualified Assessment

Frequently Asked Questions:

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