Power Query in Excel

Cheat Sheet Infographic

Resume Power Query Basics
C.V
Wh at i Power Query?
s Where o ind I ?
t F t Re re h Power Query
f s Data

A powerful Excel tool for importing, Right-click on the table →

ata et ata
Click Refresh.
D G D

transforming, and automating data

processes without complex formulas
r go to the ata tab →
or VBA.
O D

Launch Power Query Editor Click Refresh All.

T r n or in
a sf m g Data Data C le nina g & F or matt in g

Remove Columns Home → Remove Columns C h ange Data Ty pes Click column header → Data Type

Filter Data Click dropdown → Select values Replace V alues Transform → Replace Values

Sort Data Home → Sort Ascending/Descending Fill Do w /U

n p Transform → F ill

Remove Duplicates Home → Remove Duplicates T rim & Clean Tx e t Transform → Format → Trim or Clean

Split Column Transform → Split Column Convert Case Transform → Format → Uppercase/Lowercase

Add Column → Custom Column → Use formulas ( . .,

e g if

[ ] > 1000 h " h" " ")

Custom Columns
Merge Queries Home → Merge Queries (Like VLOOKUP)
Sales t en Hig else Low

Append Queries
Home → Append Queries (Like UNION in SQL)
Ex tract Date P
arts Transform → Date → Extract Y , ear Mont h, Day

Group Data Transform → Group By Add I

nde x Column Add Column → Inde x Column

Key F e ure o Power Query

at s f
C o mm on Power Query unc ion F t s

I F h
etc data from multiple sources like Ex ,
cel data b ases , we b ,
sites APIs , Remove Columns
Delete unnecessary columns .
mport Data

and more .
T f
Clean , filter , merge , append , and res h ape data wit hout c h anging t he x .
.
Split Column Split te t data into multiple columns
rans orm Data
original source

Automate Data Steps performed in Power Query are recorded and can b e b .
P h .
Merge Columns Com ine data from multiple columns

rocessing refres ed automatically

Merge & Append

Com b ine data from multiple sources or ta b .
les
Remove Duplicates Delete duplicate records .
Queries

Remove Duplicates & . Replace V alues

.
E
Replace missing or incorrect values
Identify and clean unwanted data
rrors

Merge Queries
P ivot &U npivot
Restructure data from rows to columns and vice versa .
Home → Merge Queries (Like VLOOKUP)

Append Queries Home → Append Queries (Like UNION in SQL)

Merge Queries
J oin ta b b
les ased on a common field .

Group Data Transform → Group By

Append Queries
Stack ta b les on top of eac h h .
ot er

Power Query Pro ip T s Power Query Pro ip T s

Use Simple Steps – Rename and organize steps for easy Combine Multiple Files – Merge multiple CSVs or Excel
tracking. files into one dataset.

Automate Updates – Right-click the query → Refresh to Avoid Manual Work – Let Power Query handle repetitive
4 pull new data. 8 data cleaning. 12

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