Clean Data with Power Query

Welcome
Instructions for screen readers: After you go through the tip sheets in this tutorial, you'll learn how to quickly master chart elements. The
instructions for each sheet start in cell A1, and each subsequent step is in cell A2, A3, and so on.
The instructions will indicate which cells to navigate to for use of a feature, or further reading.
To start, press CTRL+PAGE DOWN.
Get to know Power Query

Need to import or paste data into Excel? Would you also
like to clean it up, and keep it up-to-date? Power Query
is the answer, and this tutorial will show you the ropes.
Let's go >
Go back to top by pressing CTRL+HOME. To start the tour, press CTRL+PAGE DOWN.
Does this happen to you? You paste data into Excel, but then you have to clean it up. For example, in the data below, there ar
Does
First, thiswant
you might happen tocolumn
to split this you?intoYoutwopaste data
columns: One into Excel,
for first name, but then
and one youname...
for last have to clean it up.
example, in the data below, there are a couple things you might want to do...
You might also want to remove "12:00 AM" from the last column, since it's repetitive and unnecessary.
To continue with this tutorial, press CTRL + PAGE DOWN. To go to the previous sheet, press CTRL + PAGE UP.
First, you might want to split this column into two

columns: One for first name, and one for last name...
Product Sales rep Order date

Beer Anne Cho 1/15/18 12:00 AM
Plums Tim Anders 1/15/18 12:00 AM You might also want to remove "12:00 AM" from this
Pears Jan Kotas 1/20/18 12:00 AM column, since it's repetitive and unnecessary.
Apples Sam Ioto 1/20/18 12:00 AM
Previous
Feedback
ple, in the data below, there are a couple things you might want to do...
ou have to clean it up. For
want to do...
RL + PAGE UP.
ve "12:00 AM" from this

ve and unnecessary.
Next
You could clean up the data manually, but this can be time consuming...
YouYou
couldcould
fix this byclean
adding aup
newthe data
column manually,
for the butthen
last names, and thisyoucan becuttime
could consuming...
and paste the last names into that new c
...You could also reformat the last column to exclude _x000B_"12:00 AM," but that's a lot of work…
You could fix this by adding a new column for the last names, and then
you could cut and paste the last names into that new column...
Product Sales rep Order date

Beer Anne Cho 1/15/18 12:00 AM
Plums Tim Anders 1/15/18 12:00 AM
...You could also reformat this column to exclude
Pears Jan Kotas 1/20/18 12:00 AM "12:00 AM," but that's a lot of work...
Apples Sam Ioto 1/20/18 12:00 AM
Previous
Feedback
ensuming...
the last names into that new column…
RL + PAGE UP.
his column to exclude

s a lot of work...
Next
Forget manually cutting, pasting, and reformatting. A better way to clean up data is to use Power Query.
To Forget manually
continue with this tutorial,cutting,
press CTRL pasting,
+ PAGE DOWN.and reformatting.
To go A better
to the previous sheet, way
press CTRL to clean
+ PAGE UP. up data is
Power Query.
Previous
Feedback
y to clean up data is to use
Next
What is Power Query? It's a special editor that allows you to clean data so that it's easier to work with.
TheWhat
original is Power
data Query?
can be found in cellsIt's
B11athrough
special
D15.editor that allows you to clean data so that it's easi
with.
Then we used Power Query to create the cleaned up data table found in cells H11 through K15.
This is the original data... ... then we used Power Query... ... and now it's clea
Product Sales rep Order date Product

Beer Anne Cho 1/15/18 12:00 AM Beer
Plums Tim Anders 1/15/18 12:00 AM Plums
Pears Jan Kotas 1/20/18 12:00 AM Pears
Apples Sam Ioto 1/20/18 12:00 AM Apples
Previous
Feedback
an data so that it's easier to work
RL + PAGE UP.
... and now it's cleaned up!
First name Last name Order date

Anne Cho 1/15/2018
Tim Anders 1/15/2018
Jan Kotas 1/20/2018
Sam Ioto 1/20/2018
Next
Another great thing about Power Query: If you add new data that's "dirty," Power Query can clean that up too, with just a clic
Another
Cells B7 throughgreat thing
D12 contain data.about
There arePower Query:
three columns: If you
Product, Salesadd new
rep, and data
Order that's
date. "dirty,"
Each column hasPower Qu
various valu
clean that up too, with just a click of a button. Try it out below!
Cells G7 through J12 contain data. There are three columns: Product, First name, Last name, and Order date. Each column has
TRY THIS: If you see the Enable Content button at the top of Excel, select it (ALT+F, N). Then type your first and last name into
...Then on the Data tab, click Refresh All (ALT+A, R). You'll see that Power Query added the new row for Kiwis, and it cleaned u
Product Sales rep Order date Product First name Last name
Bananas Anne Cho 1/15/18 12:00 AM Bananas Anne Cho
Plums Tim Anders 1/15/18 12:00 AM Plums Tim Anders
Pears Jan Kotas 1/20/18 12:00 AM Pears Jan Kotas
Apples Sam Ioto 1/20/18 12:00 AM Apples Sam Ioto
Kiwis 2/21/21 12:00 AM Kiwis
...Then on the Data tab, click Refresh All.

TRY THIS You'll see that Power Query added the
If you see the Enable Content new row for Kiwis, and it cleaned up the
button at the top of Excel, click it. data by splitting your first name into cell
Then type your first and last name H12 and your last name into cell I12.
into cell C12.
Previous
Feedback
an that up too, with just a click of a button. Try it out below!
hat's "dirty,"
Each column hasPower Query
various values for can
each row.
Order date. Each column has various values for each row.
your first and last name into cell C12.
ow for Kiwis, and it cleaned up the data by splitting your first name into cell H12 and your last name into cell I12.
+ PAGE UP.
Order date
1/15/2018
1/15/2018
1/20/2018
1/20/2018
5/6/2019
tab, click Refresh All.

er Query added the
and it cleaned up the
ur first name into cell
ame into cell I12.
Next
Why do they call it Power Query? Between the original data, and the clean data, there's a powerful query that links the two.
Why
Cells do they
B7 through call it
D11 contain Power
data. Query?
There are Between
three columns: the
Product, original
Sales rep, anddata, andEach
Order date. thecolumn
cleanhas data, there
various valu
powerful query that links the two.
Cells G7 through J11 contain data. There are four columns: Product, First name, Last name, and Order date. Each column has v
IMPORTANT DETAIL: Between the original data and the clean data, there's a query. The query contains all of the cleaning step
Product Sales rep Order date Product First name Last name
Bananas Anne Cho 1/15/18 12:00 AM Bananas Anne Cho
Plums Tim Anders 1/15/18 12:00 AM Plums Tim Anders
Pears Jan Kotas 1/20/18 12:00 AM Pears Jan Kotas
Apples Sam Ioto 1/20/18 12:00 AM Apples Sam Ioto
IMPORTANT DETAIL
Between the original data and the clean data, there's a
query. The query contains all of the cleaning steps, so you
don't have to redo them again if new data is added. All
you have to do is click Refresh, and Power Query cleans it
up automatically.
Previous
Feedback
rful query that links the two.
.dEach
thecolumn
cleanhas data, there's
various a each row.
values for
Order date. Each column has various values for each row.
ontains all of the cleaning steps, so you don't have to redo them again if new data is added. All you have to do is select Refresh (Alt+A, R),
L + PAGE UP.
Order date
1/15/2018
1/15/2018
1/20/2018
1/20/2018
Next
is select Refresh (Alt+A, R), and Power Query cleans it up automatically.
There are three main steps to using Power Query: Get Data, Transform, and Load.
There are three main steps to using Power Query: Get Data, Transform, and Load.
Previous
Feedback
L + PAGE UP.
ansform, and Load.
Next
The first step is Get Data. This is simply the process of getting your data into Power Query. We'll show you how this works in th
To The
continuefirst
withstep is Get
this tutorial, Data.
press CTRL +This
PAGEis simply
DOWN. the
To go process
to the previousof getting
sheet, your
press CTRL dataUP.into Power Q
+ PAGE
We'll show you how this works in the videos coming up.
Previous
Feedback
show you how this works in the videos coming up.
Lur dataUP.into Power Query.
+ PAGE
Next
Transform is the second step, where you use Power Query to transform, or, clean the data. We'll walk you through this in the
Transform
EXCEL is the
SPEAK: Why the word,second step,
"Transform?" Well,where you
you can do use
more Power
than Query
just clean toYou
the data. transform, or, clean
can add or remove thefi
columns,
We'll walk you through this in the upcoming videos as well.
EXCEL SPEAK
Why the word, "Transform?" Well, you can do more
clean the data. You can add or remove columns, filte
custom calculations, and a lot more.
Previous
Feedback
l walk you through this in the upcoming videos as well.
ansform,
can or, clean
add or remove thefilter,
columns, data.add custom calculations, and a lot more.
L + PAGE UP.
orm?" Well, you can do more than just

n add or remove columns, filter, add
nd a lot more.
Next
And finally, Loading is the last step. This is the act of returning the cleaned-up, transformed data back into Excel.
To And
continuefinally,
with thisLoading
tutorial, pressisCTRL
the+ PAGE
last DOWN.
step. To This isthe
go to theprevious
act ofsheet,
returning the
press CTRL cleaned-up,
+ PAGE UP.
transformed data back into Excel.
Previous
Feedback
back into Excel.
Lhe cleaned-up,
+ PAGE UP.
Next
And keep in mind: Power Query isn't just for cleaning up pasted data. You can import and transform data from other sources,
And
Cells keepI14incontain
F9 through mind: Power
data. Query
There are isn't just
four columns: Year,for cleaning
Champions, up pasted
Runners-up, data.Each
Third place. You can has
column import
various
transform data from other sources, like a file, a database, or even a web page.
CHECK THIS OUT: In this example we used Power Query to get data from Wikipedia's FIFA World Cup page. You can imagine o
Year Champions
2002 _x000D_ Runners-up Third place
Brazil
2006 _x000D_ Germany Turkey
Italy
2010 _x000D_ France Germany
Spain
2014 _x000D_ Netherlands Germany
Germany
2018 _x000D_ Argentina Netherlands
France Croatia Belgium
Previous
Feedback
d transform data from other sources, like a file, a database, or even a web page.
sted data.Each
Third place. You can has
column import
variousand
values for each row.
even a web page.
A World Cup page. You can imagine other useful sources you might pull data from.
ess CTRL + PAGE UP.
CHECK THIS OUT

In this example we used
Power Query to get
data from Wikipedia's
FIFA World Cup page.
You can imagine other
useful sources you
might pull data from.
Next
Before we show you how to use Power Query, we should warn you that its window, called the Power Query Editor, is large an
Before
GOOD weYou
TO KNOW: show youthehow
can't use to usewhile
Excel window Power Query,
the Power it's worth
Query Editor is open.noting
However,that
onceits window,
you're calle
done transform
Power Query Editor, is large and may cover Excel. This is expected.
GOOD TO KNOW
You can't use the Excel w
while the Power Query E
open. However, once you
done transforming the da
you can close the editor.
point, you'll able to work
Excel window again.
Previous
Feedback
ower Query Editor, is large and may cover Excel. This is expected.
er,that
onceits window,
you're called the
done transforming the data, you can close the editor. At that point, you'll able to work in the Excel window again.
L + PAGE UP.
GOOD TO KNOW
You can't use the Excel window
while the Power Query Editor is
open. However, once you're
done transforming the data,
you can close the editor. At that
point, you'll able to work in the
Excel window again.
Next
Excel window again.
In fact, if you have two monitors, we recommend moving the Power Query Editor window to the second monitor so that you c
Two Inmonitors
fact, if you
side have
by side twoopened
with Excel monitors, wePower
on one and recommend
Query editormoving the Power Query Editor win
on the other.
to the second monitor so that you can view Excel at the same time for reference.
If you have two monitors, put the Excel window in one…
... and put the Power Query Editor _x000B_in the other.
If you have two monitors, put the ... and put the Power Query Editor
Excel window in one... in the other.
Previous
Feedback
e second monitor so that you can view Excel at the same time for reference.
ower Query Editor window
for reference.
L + PAGE UP.
r Query Editor
her.
Next
Start the videos
Start the videos
1. Take a look at the sheets at the bottom of this workbook. You'll see sheets for Import data from web, Categories, and Sales
2. Where are the videos? They'll appear in a web browser after you click the link in step 4.
3. Keep in mind, there are several videos, so make sure to bookmark the page. That way you can return to them in case you ne
1 the
4. Watch
Take a look at the
Power Query videos. 2 Where are the videos? 3 Keep in mind, there are 4
sheets at the bottom They'll appear in a web several videos, so make
of this workbook. browser after you click sure to bookmark the
You'll see sheets for the link in step 4. page. That way you can
Import data from return to them in case
web, Categories, and you need to take a break.
Sales Data ... You'll
work with these sheets
while you watch the
videos.
Previous
Feedback
m web, Categories, and Sales Data ... You'll work with these sheets while you watch the videos.
n return to them in case you need to take a break.

4 Watch the Power
Query videos.
L + PAGE UP.
Next
Copy this URL:
https://en.wikipedia.org/wiki/FIFA_World_Cup
Product Name Category
Apples Produce
Beer Beverages
Coffee Beverages
Green Tea Beverages
Pears Produce
Plums Produce
txt_ProdNam txt_SalesRep dt_OrderDate dbl_Sales
Beer Anne Hellung-Larsen 1/15/2018 0:00 14,000.36
Plums Anne Hellung-Larsen 1/15/2018 0:00 1,050.42
Total Sales Rep 15,050.78
Pears Jan Kotas 1/20/2018 0:00 3,000.51
Apples Jan Kotas 2/20/2018 0:00 5,300.04
Plums Jan Kotas 2/20/2018 0:00 350.13
Coffee Mariya Sergienko 2/27/2018 0:00 9,200.97
Green Tea Anne Hellung-Larsen 3/10/2018 0:00 13,800.89
Coffee Mariya Sergienko 3/24/2018 0:00 5,980.40
Beer Nancy Freehafer 4/5/2018 0:00 12,180.68
Beer Michael Neipper 4/8/2018 0:00 42,000.42
Apples Mariya Sergienko 5/24/2018 0:00 2,000.39
Plums Nancy Freehafer 5/24/2018 0:00 52.50
Coffee Nancy Freehafer 6/7/2018 0:00 2,300.20
Apples Andrew Cencini 6/23/2018 0:00 15,900.61
Pears Andrew Cencini 6/23/2018 0:00 9,000.24

Clean Data with Power Query

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Clean Data with Power Query

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Welcome

Get to know Power Query

First, you might want to split this column into two

Product Sales rep Order date

ve "12:00 AM" from this

Product Sales rep Order date

his column to exclude

Product Sales rep Order date Product

... and now it's cleaned up!

First name Last name Order date

...Then on the Data tab, click Refresh All.

tab, click Refresh All.

orm?" Well, you can do more than just

CHECK THIS OUT

n return to them in case you need to take a break.

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