Training Course in Business Data Transformation with Excel Power Query
1Summary
Anyone who has spent hours copy-pasting and reformatting spreadsheets before a report was even ready to analyse knows the real bottleneck in business intelligence usually is not the analysis itself — it is getting the data into shape. Power Query, built directly into Excel, removes that bottleneck by automating the import, cleaning and reshaping of data from almost any source. This course from the Arab British Fellowship Training Academy is built around that exact problem.
Participants work through the full journey data takes inside Power Query — connecting to multiple sources, cleaning and transforming it, merging it into unified tables, and turning it into dashboards and KPI-driven reports that plug directly into Excel's own PivotTables and charts — so they leave able to turn messy raw data into decision-ready business intelligence.
2Objectives and target group
Who Should Attend?
- Financial and business analysts who need to work with data accurately and efficiently.
- Data managers and business-intelligence team leads.
- Excel users responsible for reporting and data analysis.
- Marketing, operations and HR professionals relying on data for strategic decisions.
- Anyone looking to sharpen their data-management and analysis skills with Power Query.
Knowledge and Benefits:
By the end of the course, participants will be able to:
- Use Power Query to clean and transform data efficiently and accurately.
- Connect to and analyse data from multiple, varied sources.
- Apply advanced Power Query tools and techniques to streamline workflows.
- Build integrated business-intelligence solutions within Excel.
- Produce faster, more accurate, data-backed reports that support better decisions.
3Course Content
Module 1: Why Power Query Matters for Excel-Based BI
- What Power Query is and why it matters for business intelligence.
- How to access Power Query inside Excel.
- The main components of the Power Query interface and what each one does.
Module 2: Connecting to and Importing Data from Multiple Sources
- Importing data from Excel files, databases, the web and other sources.
- Navigating between the different data types and available connections.
- Exporting transformed data back into Excel.
Module 3: Cleaning Your Data the Right Way
- Examining and cleaning data using Power Query's built-in tools.
- Removing unnecessary data and duplicate records.
- Handling missing values and corrupted entries.
Module 4: Transforming and Reshaping Data
- Converting between different data types and formats.
- Adjusting dimensions and measures with the available tools.
- Making foundational adjustments to improve data accuracy.
Module 5: Advanced Columns, Filtering and Custom Expressions
- Adding derived columns using formulas and commands.
- Filtering data with advanced and custom conditions.
- Applying creative filtering and sorting techniques for deeper analysis.
Module 6: Merging, Joining and Managing Multi-Source Data
- Techniques for joining different tables through queries.
- Using inner and outer joins to combine data from different sources.
- Building a single unified report from multiple data tables.
Module 7: Working with Large and Complex Datasets
- Handling large datasets more efficiently.
- Tools for analysing big data within Power Query.
- Strategies for managing multidimensional data.
Module 8: Advanced Formulas and Calculations in Power Query
- Writing formulas to calculate complex data.
- Applying mathematical and statistical operations.
- Using logical expressions and functions for filtering and transformation.
Module 9: Building Interactive, KPI-Driven Reports
- Designing interactive reports with dynamic filtering options.
- Sorting and analysing data to surface instant insights.
- Filtering data against KPI criteria to support business-performance decisions.
Module 10: Integrating Power Query with Excel's Core Tools
- Connecting Power Query to PivotTables and Charts.
- Automatically refreshing data when source tables change.
- Automating report and data updates within Excel.
Module 11: Optimizing and Applying Power Query Strategically
- Techniques for improving query performance and speed.
- Customizing Power Query, including macros, to fit specific business needs.
- Using Power Query for scenario and predictive analysis, and linking it with tools like Power BI for deeper business intelligence.