Why Learn Power Query and Power Pivot in Excel?
In today’s data-driven world, Excel remains the most widely used tool for data analysis, reporting, and business intelligence.
However, when working with large volumes of data or data from multiple sources, traditional Excel formulas become time-consuming, error-prone, and inefficient.
This is where Power Query and Power Pivot become game-changers. Power Query enables you to connect to various data sources, clean, transform, and automate data loading with just a few clicks — all without writing a single formula.
Power Pivot allows you to create powerful data models with millions of rows, define relationships, and formulas for interactive, scalable reporting.
Together, they empower professionals to build dynamic dashboards and automate end-to-end reporting workflows, saving hours of manual effort and drastically improving data accuracy and efficiency.
Whether you’re in finance, operations, sales, or any data-intensive role, mastering Power Query and Power Pivot will elevate your Excel capabilities to a whole new level.
Power Query
- The Query Editor interface – Ribbon, Applied Steps, Preview Pane
- Connecting to different data sources: Excel, CSV, Text, Web, Folder, SQL
- Refreshing queries and data load options
Data Cleaning & Transformation in Power Query
- Removing rows (top, bottom, blank, errors)
- Splitting columns by delimiter, fixed width
- Merging columns, adding custom columns
- Changing data types, replacing values, handling nulls
- Unpivoting and pivoting columns
- Grouping and summarizing data
- Using parameters and filters
- Advanced Editor: Understanding M code (with real examples)
- Practical exercise: Clean a messy sales file and load into Excel
Combine & Append Data Dynamically
- Appending multiple files from a folder (e.g., monthly reports)
- Combining data from different sheets/workbooks
- Merging queries (VLOOKUP-like joins): Left, Inner, Full, Anti
- Automating recurring data updates
- Use Case: Consolidating and cleaning 20+ sales files automatically
Power Pivot & Data Modeling
- Power Pivot – why use it over VLOOKUP & Pivot Tables
- Loading data from Power Query into Power Pivot
- Understanding relationships and data models
- Star schema vs snowflake schema
- Creating and managing relationships between tables
Writing DAX Measures & Calculated Columns
- Calculated Columns vs Measures – use cases
- Basic DAX functions: SUM, AVERAGE, COUNTROWS, DISTINCTCOUNT
- Time Intelligence: YTD, QTD, MTD, SAMEPERIODLASTYEAR
- CALCULATE(), FILTER(), ALL(), RELATED() – with examples
- Building KPIs and metrics dynamically
Automating Power Query refresh on file open
Projects & Case Studies
Post-Training Toolkit
- Practice files and templates
- DAX Cheat Sheet
- Query Transformation
- Sample dashboards
COURSE SCHEDULE & FEES
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