Power Query

ETL AND SHAREPOINT LIST

 Concept
To learn power query, we need to understand its concept that works in 3 steps:
1. Get Data
Power query allows you to get data from different sources like web, CSV, text files, multiple workbooks from a folder, and a lot of other
sources where we can store data.

2. Transform Data
After getting data in the power query you have a whole bunch of options that you can use to transform it and clean it. It creates queries
for all the steps you perform (in a sequence one step after another).

3. Load Data
From the power query editor, you can load the transformed data to the worksheet, or you can directly create a pivot table or a pivot chart
or create a data connection only.
1. Ribbon

Let’s look at all the available tabs:

•File: From the file tab, you can load the data, discard the
editor, and open the query settings.

•Home: In the HOME Tab, you have options to manage the

loaded data, like, delete and move columns and rows.

•Transform: This tab has all the options which you need to
transform and clean the data, like merge columns, transpose,
etc.

•Add Column: Here you have the option to add new columns
to the data you have in the power editor.

•View: From this tab, you can make changes to the view for
the power query editor and data loaded.
2. Applied Steps
On the right side of the editor, you have a query setting pane
that includes the name of the query and all the applied steps in
a sequence.
When you right-click on a step you have a list of options that
you can perform, like, rename, delete, edit, move up or down,
etc. and when you click on a step, the editor will take you to
the transformation done on that step.
3. Queries
The queries pane on the left side lists all the queries you have in the workbook right now. It’s basically one place where you can manage all the queries.

When you right-click on a query name you can see all the options that you can use (copy, delete, duplicate, etc.)

You can also create a new query by simply right click on the blank space on the queries pane and then select the option for the data source.
 Data Sources

The best part of the power query is you have the option to get data from multiple sources and transform that data and
then load it into the worksheet. When you click on the Get Data in the GET & TRANSFORM you can see the complete
list of data sources that you can get data loaded into the editor. Following are the data sources we can explore -

• From Table/Range: With this option, you can load data into the power query editor directly from the active
worksheet.
• From Workbook: From a different workbook that you have on your computer. You just need to locate that file using
an open dialog box and it will get data from that file automatically.
• From Text/CSV: Get data from a text file or a comma-separated file and then you can load it into the worksheet.
• From Folder: It takes all the files from the folder and loads data from them into the power query editor. (See this: 
Combine Excel Files from a Folder).
• From Web: With this option, you get data from a web address, imagine you have a File that is stored on the web or
you have a web page from where you need to get the data.
 Data Sources

The best part of the power query is you have the option to get data from multiple sources and transform that data and
then load it into the worksheet. When you click on the Get Data in the GET & TRANSFORM you can see the complete
list of data sources that you can get data loaded into the editor. Following are the data sources we can explore -

• From Table/Range: With this option, you can load data into the power query editor directly from the active
worksheet.
• From Workbook: From a different workbook that you have on your computer. You just need to locate that file using
an open dialog box and it will get data from that file automatically.
• From Text/CSV: Get data from a text file or a comma-separated file and then you can load it into the worksheet.
• From Folder: It takes all the files from the folder and loads data from them into the power query editor. (See this: 
Combine Excel Files from a Folder).
• From Web: With this option, you get data from a web address, imagine you have a File that is stored on the web or
you have a web page from where you need to get the data.