Event Description

Preparing monthly reports often means repeating the same cleanup steps across worksheets, text files, and other data sources. This session introduces Power Query as a way to capture those steps and refresh the results when source data changes.

This presentation answers the question:
How can Power Query turn recurring data preparation into a repeatable process?

Topics typically covered
• Manual versus automated preparation: Recurring cleanup tasks, repeatable transformations.
• Power Query workflow: Sources, queries, transformations, loading results.
• Combining worksheets: Consolidating similarly structured data.
• External connections: Text-file imports, source paths, connection trust.
• Maintaining queries: Applied Steps, Queries & Connections, refresh behavior.

Objectives

Learning objectives
• Recognize recurring data preparation tasks suited to Power Query.
• Identify the stages involved in consolidating worksheets with Power Query.
• Describe how connections, applied steps, and refresh settings support repeatable reporting.