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Learning Power Query

Adam Szczepan Kopeć

This audiobook is narrated by a digital voice. DESCRIPTION In a time where data drives decision-making, Excel continues to be a vital resource for professionals. Power Query greatly enhances its functionality. As businesses increasingly seek...

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Title Page

1/11/2025
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Copyright Page

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Dedication

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About the Author

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About the Reviewers

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Acknowledgement

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Preface

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Table of Contents

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1. Getting Started with Power Query

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Introduction

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Structure

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Objectives

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Introduction to Power Query

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Data retrieval

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Data transformation

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Loading data

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Advantages and disadvantages of Power Query

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Advantages of Power Query

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Disadvantages of Power Query

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Correct data range

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Characteristics of a correct data range

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Retrieving data from a webpage

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Retrieving data from a .txt file

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Retrieving data from a .csv file

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Importing fixed-width column data

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Conclusion

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Multiple choice questions

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Answers

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2. Advanced Data Connections and Imports

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Retrieving data from tables and named ranges

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Importing data from an Excel file

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Importing data from folders

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Importing data from Access

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Automatic query refresh

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Changing query settings

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Tracking query usage

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VBA auto refresh

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3. Combining Data Queries

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Appending data

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Appending data from three tables with different columns

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Merging data

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Finding the price for all products

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Merging with two criteria

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Summarizing data in merges

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Right join and full join

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Finding common elements in lists

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Merging a query with itself

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Fuzzy merge

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Choosing the best similarity threshold

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Setting the maximum number of matches

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Using a transformation table

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4. Grouping Data

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Basics of grouping

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Sales results summary using grouping

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Ranking with ties

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More functions with grouping

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Searching for functions

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Local grouping

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Data types

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5. Pivot and Unpivot

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Pivoting and unpivoting basics

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First unpivoting of columns

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Splitting combined headers

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Splitting double headers

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Transforming repeated rows to columns

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Single row into multiple rows

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6. Adding Columns

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Calculating and rounding discount

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Splitting data into rows

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Splitting a column by various delimiters

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Column from examples

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Calculating work time

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Rounding time

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7. Logical Operations and Conditional Columns

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Overtime hours

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Logical operators combining multiple tests

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Grading with nested if

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Grading with appending

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Counting days of absence

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Numbers and errors

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Compare with the previous row using merge

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Compare with the previous row using index

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8. Parameters and Query Parameterization

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Drill down information

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Drill down cells

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Drill down columns

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Drill down rows

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Errors with non-unique keys

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Parameterized query using filter

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List of values

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Query

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Parameterized query using file path

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Parameter M code

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Blank query

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Extracting parameters from a cell

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Parameterized directly in M code

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9. Creating Custom Functions

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Function auto-created on folder import

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Initial import and combination of data from a folder

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Query dependencies

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Modification of query associated with the function

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Transformations in the query that combines data

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Function based on parameterized query

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Importing and preparing the source data

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Handling locale issues and incorrect data types

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Cleaning and standardizing the Name column

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Parameterizing the PDF file path

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Creating a reusable function

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Using the function to process multiple files

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Creating a custom function

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Building the function step by step

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Transforming the query into a function

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Applying the function to a dataset

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10. Examples Using M Language

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Running total

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Sorting by custom lists

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Seller average to overall average

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Removing a dynamic number of top rows

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Remove the last two columns

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Generating pairs

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All vs. all pairing

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Excluding self-matches

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Scheduling matches to ensure all players compete against one another

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Introduction to recursion through factorial

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Tips for efficient M language scripting

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Guidelines for structuring queries

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11. Optimization and Extensions

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View and statistics options

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View options

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Statistic options

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Optimization

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Runtime

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Power Query

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Visual basic for applications

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Power BI Desktop diagnostics

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Power Query extensions

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