Power Query for Beginners: Clean Messy Excel Data Once, Refresh Forever
Calm Numbers
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Power Query for Beginners: Clean Messy Excel Data Once, Refresh Forever
204 просмотра · 7 дней назад
Calm Numbers
34 подписчика
204 просмотра · 7 дней назад
Do you clean the same Excel report every month? Power Query can do it for you in one click. In this tutorial you’ll learn the 6 principles that make any query reliable and repeatable, using a simple example you can follow along with.
💬 Which report are you tired of cleaning every month? Tell me in the comments and I might cover it in a future video.
📘 The Power Query principles guide, plus a quick-start guide, is available in the Calm Numbers Etsy shop: https://calmnumbersexcel.etsy.com/uk/...
What you’ll learn:
How to connect to Excel files and folders
How to clean and tidy data without touching the original
Which steps belong in the sample file query and which in the main query
How to refresh instead of rebuilding
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0:00 – Introduction
0:27 – Connecting to an Excel File (Principle 1)
1:23 – The Power Query Editor Overview
1:57 – Cleaning Headers & Setting Data Types (Principle 2)
3:01 – Removing Columns & One Step, One Purpose (Principle 3)
3:43 – Renaming Applied Steps Clearly (Principle 4)
4:33 – Filtering Rows (Canceling Orders)
4:48 – Trimming Spaces & Text Formatting
5:50 – Adding a Custom Calculated Column
6:37 – Shaping Data into Tidy Tables (Principle 5)
7:09 – Loading Data Back into Excel
7:46 – Refreshing When Data Changes
8:54 – Combining Multiple Files with the Folder Connector
10:19 – Transform Sample File vs. Main Query
12:09 – Loading Combined Data to Excel
12:57 – Refreshing with a New Monthly File
13:23 – Build for Next Month's Data (Principle 6)
13:39 – Recap of the 6 Principles & Wrap-Up
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