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10. Power Query in Excel

Come friends, today we learn the robot inside Excel: Power Query. Record your data-cleaning steps once, and from next month just press Refresh! Getting data from Excel, CSV and a folder, combining bank statements, appending Blinkit + Amazon Now, merge, unpivot, group by, parameters – all today. Learn this module and your daily two-hour job takes two minutes.

What you will learn in this module

  • Getting data from a workbook, a CSV file and a folder of files
  • Common cleaning steps and the Applied Steps list
  • Combining monthly bank statements (Date, Narration, Ref No, Debit, Credit, Balance)
  • Append (Blinkit + Amazon Now), Merge (lookups/joins), Unpivot and Group By
  • Parameters, refresh settings and load options: table, connection only, Data Model

Live story: Two hours every Monday

Suppose every Monday Raja receives one Blinkit file and one Amazon Now file with different column names, plus a folder of monthly bank statements. He spends two hours copying, renaming and pasting, and the steps are a little different each week. Power Query records the steps once and repeats them with one Refresh. This chapter appends, merges, unpivots and groups data in Power Query.

All numbers in this story are fictional practice data.

Power Query is built in to Excel 2016 and later (and Microsoft 365) under Data › Get & Transform Data. It is the same engine as in Power BI, so everything you learn here transfers directly.

Concepts in this chapter

  1. 10.1Opening Power Query: Data from a Workbook or CSV
  2. 10.2Cleaning Steps in Power Query
  3. 10.3Get Data from Folder: Combining Monthly Bank Statements
  4. 10.4Append: Blinkit + Amazon Now
  5. 10.5Merge Queries
  6. 10.6Unpivot
  7. 10.7Group By
  8. 10.8Parameters
  9. 10.9Refresh and Load Options

Review and practice

  1. ★Practice and Answer Key: Append, Unpivot and Group By

The chapter recap is at the end of the last concept page.

Quick revision cards

Quick revision

Revise this chapter in two minutes. Save the cards on your phone or download them as PNG files. All names and numbers are made up for practice.

Revision card: Power Query: Unpivot and Group By. Example data table with Unpivot the month columns: 4 rows; Total per person: Amir ₹300, Zoya ₹400; Next month's data: one click.
Card 1 of 2: Power Query: Unpivot and Group By · Download PNG
Revision card: Append vs Merge. Covers Joins; Needs; Like in formulas; Example. With a photo of Ravindra Bagale and a short tip.
Card 2 of 2: Append vs Merge · Download PNG

More cards for every chapter: Ravi Sir's Cards.