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