Power Query – Data Craftsmanship for Advanced Reports (PWQ2)

Databases, Data Analytics

This course focuses on preparing data for reporting and data analysis in MS Excel. Successful reporting depends more than 60% on precise data preparation—we will teach you how to handle this essential phase professionally, quickly, and without errors. You will learn the principles of ETL processes (import, transformation, and loading), techniques for importing data from various sources (Excel, web, PDF, and databases), and advanced transformations in Power Query.

You will discover how to set up processes that are resilient to errors and easy to repeat. Turn your spreadsheets into an automated system that delivers accurate results in record time.

THIS TRAINING COURSE WILL HELP YOU:

  • Understand the principles of ETL/ELT processes and their practical application in MS Excel
  • Import data from various sources and combine several files from one folder into a single data source
  • Validate the quality, completeness, and freshness of imported data
  • Understand the basics of data modeling (star schema, snowflake schema)

WHO SHOULD ATTEND?

  • Analysts and clerical staff who work with data from various systems
  • Accountants and economists who struggle with exports from banking or accounting systems and need to process them further
  • Administrative staff who prepare regular statements and reports and want to reduce preparation time to a minimum
  • “Excel tinkerers” looking for ways to optimize how they process their spreadsheets

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.

Unlock your employees' potential. We can adapt every course in our portfolio to your objectives and participants.
Need training at your premises or want to tailor the content and duration? We will prepare the right solution, in Czech or English.

Request customised training

Course content:

Hide details
  • Data Engineering Fundamentals and Their Application in MS Excel
    1. ELT vs ETL
    2. Data Lineage
    3. Data validation during import against expected values
    4. Checking data completeness and freshness
    5. Slowly changing dimensions and ways to work with them
  • Data Import and Basic Preparation
    1. Comparing data loading speeds from different sources
    2. Smart step ordering for fast, error-resistant imports from external sources
    3. Capturing errors during data import and possible solutions
    4. Preparing sources for fast and accurate calculations in Excel tables or pivot tables
    5. Options for filtering data before importing it into Excel
    6. Query folding when loading data from a database
  • Data Transformation
    1. Data types and their impact on calculation speed and data size
    2. Ways to prevent data from being repeatedly loaded from the source during data editing
    3. Standardizing and normalizing data before calculations
    4. Overview of basic functions for working with text, numbers, dates, lists, and tables
    5. Capturing and handling errors during data transformation
    6. Explanation of the basic principles of data modeling (data integrity, star schema, snowflake schema, etc.)
    7. Basic orientation in the transformations used and creating a custom function for repeated use (e.g., normalizing column names, filtering, etc.)
    8. Modularizing edits for faster, more error-resistant transformations
  • Loading Data into MS Excel
    1. The impact of how data is loaded into MS Excel on speed and data size
    2. Techniques for speeding up data loading into MS Excel
    3. Working with loaded data in the data model, pivot tables, and tables
Prerequisites:
Knowledge of the Power Query Editor environment and the basics of data transformation
Recommended previous course:
MS Excel – Data transformation in Power Query, step by step (PWQ1)
Schedule:
2 days (9:00-17:00)
Price per person:
316.00 € ( 382.36 € incl. 21% VAT)

Training and learning environment