Excel Power Query & Dashboards – 2 of 3

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Event Description:

Excel’s dashboarding capabilities empower users to transform raw data into meaningful insights. Whether for business reporting, financial analysis, or project management, Excel dashboards provide a user-friendly and visually striking way to analyze, interpret, and communicate data effectively.

Building a dashboard necessitates data, which can originate from various sources like databases, CSV files, and web pages. Often, this raw data isn’t “fit for purpose” and requires cleaning, merging, and combining.

Does the phrase “it’s taking too long” resonate with your feelings towards the time it takes to format your data for reports?

Are you frequently performing repetitive, time-consuming tasks like “data cleaning and transforming”? This includes removing unnecessary rows and columns, filtering out unneeded data, converting text to numbers or dates, splitting or merging columns, eradicating odd characters, or combining files.

Would you appreciate being able to accomplish all of the above with a single click? If your answer is yes, you need Power Query, also known as Get and Transform in Excel 2016 and later.

Learning Objectives:

  • Calculations without formulas – the power of The Query Editor Ribbon
  • Combining data using Append & Merge Queries (and the difference between them)
  • Convert a single text string into multiple rows
  • Unpivot – the hidden gem and unsung hero of The Query Editor

PMI PDUs:  0 Ways of Working, 0 Power Skills,  1 Business Acumen

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Excel Power Query & Dashboards - 3 of 3

Written by TheExcelTrainer
Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies, his primary focus and passion being Microsoft Office (especially Excel) and Power BI. In 2012 Mike founded The Excel Trainer where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for Pluralsight and in his career delivered thousands of courses and webinars on a wide variety of technology-related topics. Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
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