MS Excel – Data transformation in Power Query, step by step (PWQ1)

Databases, Data Analytics

Power Query in MS Excel is a practical tool for loading, cleaning and transforming data from many sources. It lets you automate data preparation without manual copying or programming, apply repeatable rules, and reduce common errors.

This course guides beginners to advanced users through data merging, custom columns and grouping techniques. You will learn step‑by‑step practices, how to export results to Excel and Power BI, and how to refresh reports automatically.

THIS TRAINING COURSE WILL HELP YOU:

  • Load and transform data from various sources
  • Clean and shape data using automated rules and functions
  • Merge and combine different data sources without coding
  • Automate report updates and sharing without manual steps

WHO SHOULD ATTEND?

  • Data analysts and specialists who work with large datasets
  • Professionals preparing reports or consolidating data
  • Accountants, managers and business owners needing clear reports

COURSE LOCATION AND AVAILABLE DATES



Choose whether to attend in person in our classroom or join online. You can select your preferred format during registration. Learn more about hybrid training.

Public courses are usually delivered in Czech, but this course is also available in English. We can arrange private training for your team online, at your premises or in our classrooms, and tailor the content to your needs.

For groups of around 4 or more participants, private training can already be comparable in price to booking individual places on a public course. Send us your requirements and we’ll recommend the best format and provide an exact quote.

Request training in English

Course content:

Hide details
  • Introduction to Power Query
    1. What Power Query is and what it is used for
    2. Difference between Power Query and traditional editing
    3. Benefits versus manual import or VBA workflows
    4. Path to advanced analysis and connection with Power BI
  • Importing and connecting to data
    1. Data loading options in Excel
    2. Basics of connecting to external data sources
  • Transforming and cleaning data in Power Query
    1. Working with tables: filter, sort, remove duplicates
    2. Working with text: split, merge columns, change case
    3. Working with numbers and dates: type changes, rounding, calculations
    4. Removing empty and error values
    5. Removing unwanted characters
    6. Identifying and fixing missing data
    7. Understanding the applied steps and query logic
  • Data manipulation
    1. Creating custom columns (conditional and custom calculations)
    2. Grouping and aggregating data
    3. Merging and appending tables (combine and join data)
  • Export and integration with Excel features
    1. Loading transformed data back to Excel sheets
    2. Connecting queries to pivot tables and charts
    3. Automating data refresh and report updates
Prerequisites:
Basic knowledge of Excel formulas, functions and creating summaries with pivot tables.
Recommended previous course:
MS Excel – PivotTables Without Fear (MSE3)
Recommended follow-up course:
Power Query – Data Craftsmanship for Advanced Reports (PWQ2)
Schedule:
2 days (9:00-17:00)
Price per person:
276.00 € ( 333.96 € incl. 21% VAT)

Training and learning environment