How To Automate Data Tasks In Excel Using Power Query

Learn how to use Power Query, which is a data automation tool that allows us to import, transform, and cleanse data in Excel or Power BI. In the video I share an overview of the Power Query workflow and then go into a hands on demo. You will learn how to combine multiple CSV files, clean up the data, and automate the entire process for when you get new/updated data.

This video is an introduction for beginners. If you have tried to use Power Query, but are confused by the process or user interface, then this training is for you.

Power Query is a tool that can save you a ton of time with your work by automating common data processes like:

✔ Remove columns, rows, blanks
✔ Convert data types - text, numbers, dates
✔ Split or merge columns
✔ Sort & filter columns
✔ Add calculated columns
✔ Aggregate or summarize data
✔ Find & replace text
✔ Unpivot data to use for pivot tables
✔ Merge (join) data tables together
✔ Combine (append) data tables, sheets, and workbooks

Free Webinar on The Modern Exvel Blueprint:

Additional Resources:

Read the companion article on an Overview of Power Query:

Complete Guide to Installing Power Query:

00:00 Introduction
02:43 Demo
11:01 Updating and Refreshing

[avaloniangardens]

I can't emphasize just how good a job you do presenting this information. Everything about this is perfect, the pacing, the attention to details and thoroughness, the progression, the actual use and story of it, diagrams.. Plenty I haven't touched on. Thank You so much for sharing this, you must have improved a great many lives. I'm so happy I don't have to feel the life draining out of me like so many other videos out there!

[tracywilliams]

You have an excellent way of explaining /training. I’ve learned so much in the first two videos I watched today and can’t wait to put them in practice

[jenniferwoodard]

Thank you for including the "why" and not just steps! It makes things easier to understand and apply in different situations. As an educator that's one of my pet-peeves, and you do a fabulous job. I wish I'd found your video first, and I look forward to seeing more videos.

[Zandor]

This is great. i watched hours of videos on this topic months ago and battled through many of the ins and outs you described. Your video summarizes the business reasons behind this type of analysis so well. Thank you for taking the time to present this in such a digestible manner. I'll be taking your webinar at the first opportunity.

[smam]

Awesome job consolidating all this info into fifteen minutes! If someone is experienced with Excel they really don't need a three hour introduction to understand what Power Query is. Too much information is overwhelming, which keeps us from even trying. After watching this I finally "get it" and am ready to try this the next time I clean up data. Thank you so much!

[brucesun]

Thanks for sharing! Excel has evolved into a such powerful data tool ! It’s basically becoming an agile version of a mixture of power BI, Access, and traditional excel !

[raymondpang]

Having seen videos on PowerQuery presented by other people, I have learned a lot from you, as I like the way you organized & presented your material, which made it easier for me to understand.

[keira]

Omg can’t believe I finally found you
I’ve watched 5 vids so far and everything is just so extraordinary, super simple to understand. You’re the best instructor I’ve ever seen in my 29yrs of living

[Leo-yzgf]

Thank you so much. Clear and concise, among the best tutorial i could find!

[peteallennh]

Brilliant. This was perfectly presented. I have done the same thing over and over again. I never knew the refresh option works like that. I can’t wait to improve my workflow to do this. Thank you!

[samk.]

The most insightful Power Query intro. Thanks Jon for the share, keep them coming.

[ajvalerio]

This is the most helpful tutorial I found on the net. Very easy to follow. Thank you very much!

[maksms]

This was such an extraordinary video which made me understand the very basics of power query. I also appreciate your communication which is crystal clear, no repetitions and great with your subject matter.
More than everything I really appreciate creating such educational videos which help people like us to get knowledge free of cost.
Thank you so much.

[SonofthewindsInc]

I will be using this in, multi data disciplines. Thank you... more power at my work place!

[tariq]

Excellent presentation. Your English Speaking is understandably clear and pleasant to non-English persons.

[oldrunnerstepx]

Jon, this video is a crystal-clear explanation and demonstration of a very powerful Excel feature. Very impressed by the quality of this video, have now subscribed as the Power Pivot and Pivot Tables parts look interesting too. I already use Pivot Tables but I'm sure your video will fill in any gaps on my knowledge.

[markanthony]

Thank you soo soo much Jon for this free webinar and lectures you do. You are Amazing and I cannot wait to enroll on one of your programs fairy soon. Your teaching is to the point. This video really helped me on a difficult rushed project today. See you on one of your courses very soon, From UK.

[LP-symd]

Very well explained! You make everything sounds so simple!

[fanp]

Others say it and I wholeheartedly agree - spend a few minutes in Excel Campus and you'll get the basics that are clear are easy to remember. When someone learns or retains something 'easily' it's in part down to the teacher Really knowing the subject. Thank you 🎉

[esthersuh]

Surely Iwould become "EXCEL HERO" with your excellent instructions and videos. Thank you trillions!