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Introduction to PowerQuery

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Date(s): Oct 21, 2024 - Oct 22, 2024
Time: 8:00AM - 4:30PM
Registration Fee: $599.00
Cancellation Date: Oct 19, 2024
Location: SAO COMPUTER TRAINING ROOM
City: Austin, Texas
Local Hotels:
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.


Course Description

This course is designed to cover the fundamental and advanced aspects of Power Query for both Excel and Power BI users. We will cover data transformation, parameters, functions, and best practices. After completing this course, you will be able to use Power Query with confidence in either Excel or Power BI.


Potential CPE Credits: 16.0
Technical Hours: This class meets 16.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level:
Category: Computer Software and Applications

Course Objectives

Upon completion of this course, participants will be able to:

  • Overview of Power BI

  • Learn basic data transformation

  • Learn advanced data transformation

  • Learn parameters and functions

  • Learn best practices


Detailed Course Outline

  • Basic Data Transformation

    • Filtering and Sorting:

    • Basic filtering techniques

    • Sorting data in Power Query

    • Data Types and Type Conversions:

    • Data types in Power Query

    • Converting data types

    • Duplicates and Errors:

    • Identifying & removing duplicate values

  • Advanced Data Transformation

    • Merging & Appending Queries:

    • Combining data from multiple sources

    • Appending data tables

    • Grouping & Aggregating Data:

    • Grouping data for summary analysis

    • Aggregating functions in Power Query

    • Conditional & Custom Columns

  • Parameters & Functions

    • Introduction to Parameters:

    • Creating & using parameters

    • Dynamic data loading with parameters

    • Custom Functions in Power Query:

    • Creating and using custom functions

    • Parameterizing functions for reusability

  • Working with Date & Time

    • Date & Time Functions:

    • Extracting components of dates & times

    • Performing date and time calculations

  • Power BI & Power Query

    • Power BI Overview:

    • The Power BI Desktop interface

    • Importing & transforming data

    • Power Query in Power BI:

    • Leveraging Power Query within Power BI

    • Connecting to different data sources

  • Advanced Transformation Power BI

    • Query Folding

    • Query folding and its importance

    • Optimizing queries for performance

  • Final Project


Prerequisites

Basic knowledge of Excel and/or Power BI.


Instructors

Jessica Dvorack

Jessica is a Business Intelligence and Analytics Manager with 15+ years of professional analytics experience. She has an MBA specializing in Financial Fraud and a MS degree in Data Analytics. She has worked for several global companies including Coca-Cola, Masonite Intl., and Citibank. She also runs an Analytics Consulting practice aimed at helping small businesses implement Bl reporting. She is experienced in T-SQL, PL/SQL, Python, R, and SAS but her passion lies in Business Intelligence.


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