Power Query Programming Services for Business

Power Query is a data transformation tool, housed inside Microsoft Excel.   Power Query allows you to “Get & Transform” your data in ways that Excel cannot.

Power Query allows you to use fewer formulas in your Excel files.  Furthermore, Power Query also allows you to manipulate data, without the use of Visual Basic for Applications, aka, VBA, ( macros ).

  • Power Query allows you to create relationships between your Excel Tables, just like Microsoft Access.

 

At Excel and Access LLC, we assist businesses with their Power Query needs, including one-on-one mentoring with an Excel MVP.

 

 

Power Query Changes how you Program Microsoft Excel ~ Relational Programming

Once you start using Power Query, you will notice that you write fewer formulas, choosing to use Joins instead of Lookups.  Many of the Excel formulas you would have used can now be done directly in Power Query, some with the help of M-Code.

  • Power Query Transforms your data offsheet, less of a need for onsheet functions and for the use of vba macros.
  • Power Query works much like a small Access Database.
  • Joins over Lookups, that is the main difference between the two programming methods.
    • Power Query uses the same Joins as Microsoft Access and SQL Server.

 


The image above shows Power Query in use.  Looks like a database does it not?  It works like one, and this is one of the primary reasons Excel is becoming Access-Like.  But please note, that Microsoft Excel is not a database, it is a spreadsheet.

 

~ The use of Power Query as the backbone of modern Excel Solutions is going upward in 2027 ~

 

In the Self-Referencing Query below, we Merged and Appended records in the same query.

Image of a Self-Referencing Query.


Self-Referencing Query in Power Query.

 

 


 

Excel and Access, LLC can help your organization with Power Query

~ Programming & Mentoring Services in Excel with Power Query ~

Our international team of Excel experts know the Get & Transform methods of the Extract, Transform and Load (ETL) process to optimally transform your data via Power Query.

  • We offer programming, training, and mentoring solutions in Excel Power Query for any organization.

Toll-Free: 877.392.3539Irvine, California: 949.612.3366Manhattan, New York: 646.205.3261

 

 


 

Power Query’s Power is Unmatched in Microsoft Excel

Power Query could potentially be the most powerful and useful took in Excel, right along with VBA.  The two of them can do what Excel cannot, and they can do it easily.  Build it once with Power Query, simply RefreshAll each time the data is updated.  No VBA needed.

 

~ Hence this post, Power Query should be your top tool in Excel Development ~

 

Power Query ~ Top 5 Tools for Excel 365 Programming:

Power Query allows you to transform your data, so that Pivot Tables, Charts, Reports and Analysis can be done with less effort.  Power Query reads Excel Tables, it creates Excel Tables.  Power Query is Powerful !!!

  1. Power Query
  2. Excel Tables
  3. Data Model
  4. Dashboards:
    1. Pivots Tables / Power Pivot
    2. Pivot Charts
    3. Slicers
    4. Dynamic Array Reports
  5. Dynamic Array Functions ( DAFs )

 

Note:  You do not need to be an Excel programmer to use Power Query. You do not need to know vba to use Power Query.

Anyone can effectively use Power Query.

 

 

Transforming your Data in Power Query is Simple

As Excel consultants, we know many ways to look at your data.  In the example below, we are looking at the same data set three different ways.  In Power Query we changed the layout of the Table A, and then created Tables B and C.   Same data, a different way to look at it.  Doing the same effort in Excel, well, takes more effort.

Always put your data in an Excel Table

If you want to work with Power Query, you will need to also work with Excel Tables.  When you take a range of data into Power Query, for the first time, it creates an Excel Table as the first step.  The output of Power Query is often a Table (Pivot or otherwise).

Tables Simplify Excel Programming:  The proper place to save your data is in an Excel Table. Sales data goes in the Sales Table, customer data goes in the Customer Table.  Not across tabs, not in data ranges, but rather in one vertical Excel Table.

Remember, your Excel formulas and reports will need to reference your data, storing your data in a Table simplifies that process.  But if you built it wrong, VStack will come to save your day.

Best Format for Data:  Table A in the example below, this is the best format for data tables, all values, in the same column.

 


There are so many different ways to look at your Excel data. Power Query makes it easy.

Referencing Power Query Tables via the DAFs makes it easier. One cell, one function.

 


 

Power Query is how Excel Consultants Program Business Solutions

~ With Ease-of-Use Front and Center ~ 

Our team of expert Excel consultants focus on building Excel files that are easy to use.  Ease of use is very important.  Microsoft Excel files should be so easy to use that the average office worker can use them.  Power Query allows you to simplify the data update process as well as simplifying Excel consulting.

When a professional Excel consultant programs an Excel file for their client, one of the primary thoughts going through their head, and through their design, is this, how easy can I make this for the user.  How far can I push simplicity, for the user?

 

The Question: How much time can I save the user, each time they run the application, by leveraging Power Query in our custom Excel solutions.

 

Image of Excel Tables being used as Data Entry Inputs, for Power Query.

Simplify the user experience, automate your Excel files with Power Query.

Here the user makes their selections, what data they want to import, in the Excel Tables. Then the user hits the RefreshAll button, and the file updates.

 

Use Power Query to Automate the Workbook Update Process

Simplify the data update process for our business clients is one of the most important aspects of our custom Excel solutions.   How easy can we make it, to update the file, for the next period, drives our design.   By leveraging the new dynamic array functions, along with Tables and Power Query, we can automate most Excel workbooks.

In the image above, we use an Excel Table to house the variable inputs for Power Query.  In this case, the variables are network paths, to specific folders.  The user can select a path from the drop-down list in the Excel Table, and then simply hit RefreshAll, and Power Query will go out, grab the data, pull it into Power Query, and then it will transform the data, without the use of Excel functions or VBA.

Unless the user needs to manually type data, the User is not needed

 

This is one of the ways Power Query simplifies the update process in Excel.  The goal is to take the user out of the equation, out of the update process, build the files to update themselves.  This is just one way, but there are more, many many more.

 

 

The Pivot Table below came from an external data source. Each time the data changes, simply hit RefreshAll.

 


This Pivot Table is based on external data, not loaded to a sheet, rather the data for the Pivot Table comes directly through Power Query.

 

 

 


 

Primary Reasons to Use Power Query in Business

  1. Save a huge amount of time and effort each time you update your internal and external data sources.
    1. Much like a recorded macro, non-Excel programmers can automate their Excel files via Power Query.
  2. Import data from a variety of external sources, easily.
    1. No VBA needed.
  3. Manipulate imported data before loading to an Excel Table.
    1. Power Query is far more powerful at data manipulation than most Excel functions.
  4. Power Query can be “filtered’ via values in an Excel Table, easily.
    1. No VBA needed.
  5. Power Query allows you to use fewer Excel functions.
    1. You won’t need to use ChooseCols for Example, to filter the data, in Excel, instead, filter it in Power Query
  6. Power Query can be used to populate Excel Dashboards, easily.
    1. Pivot Tables, Data Model, Slicers
  7. You do not need to be an Excel programmer to use Power Query.
  8. Basic Power Query is easy to use.

 

Image of Power Query in use.


Power Query is how our Excel consultants program their advanced Excel Solutions.

 

 

Contact us for Power Query programming Services for Business

Toll-Free: 877.392.3539Irvine, California: 949.612.3366Manhattan, New York: 646.205.3261

Dynamic Excel Development; FLUID Excel Solutions for Business

 


 

 

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