Automate with Power query 🦾
RECIPES TO SOLVE BUSINESS DATA CHALLENGES


Become more confident & Create reliable solutions

You’ve gone down the Power Query rabbit hole and finally setup a query that worked… only to see it fail a few weeks later.

No more wasting time coming up with solutions.

This course gives you the practice you need to become more confident so you can solve any new data challenges in a fraction of the time it used to take you.

You’ll also discover new automation options so you can automate an entire work flow – not just a part of it.

Includes Ready to use Automation Recipes & Resource Guides

Plus a QuickFix Power Query Recipe Book for Quick Reference


What you’ll achieve

Solution recipes you can apply to your own work

Learn automation techniques to solve problems with less effort

Discover new automation tools like Power Automate & Office Scripts

Make your working life easier and more enjoyable


I have learned a lot from this course and already automated repetitive tasks at work – and this is just the beginning!
I have used Power Query for years but found new ways to do the same in half the time.

The Secret Sauce for Data Analysis

Does This Sound Familiar?

  • You’ve started using Power Query at work, but you don’t feel confident enough.
  • You know the end result you want, but don’t know what the best approach is to get there. After all, each problem is different.
  • Maybe you have PDF files that go over multiple pages, and you just can’t find the right approach to bringing over the information properly into Excel.
  • Maybe you need to Unpivot or Pivot – but you’re not really sure how to use these properly.
  • Maybe you have a complex Lookup problem and you’re not sure if you need Power Query or formulas?
  • You’ve noticed other automation tools like Power Automate and Office Scripts and wondered if you can add these to your workflow. Maybe trigger a notification when a file becomes ready or split a file and create PDF versions, or take automatic backups of your files (couldn’t that come in handy?).

If you’ve experienced any of this then you are in the right place.

By going through this program, you’ll expand your toolkit so you can solve new data challenges in a fraction of the time it used to take you. Plus you’ll discover new automation options you hadn’t thought of before.

This Course Is Based On Real-World Business Challenges

Data in the real world is messy.

Each lecture in this course is the result of a question our corporate members had. We met with them, interviewed them, we created a list of their struggles, collected tons of files and created this program.

That’s why we don’t waste time on examples with 3 rows of data. We focus on actual challenges our clients struggled with at their work. In the course there is a section called “real-world data transformation challenges solved.” In that section you’ll discover the secret sauce to these common challenges. I call it the Rubik’s-cube approach. And as our students will tell you, it’s pretty cool to see your data projects fall together at the last second.

More than Power Query…

As you know, here at XelPlus, one of our core pillars is teaching the big picture.

We want you to be able to combine different power tools together to automate an entire process.

Power Query is just ONE automation tool.

It’s a great one but there are others you might be missing out on just because you don’t know of them, or you haven’t dared explore them.

This course will shine a light on the other tools as well. You’ll get to automate what comes before and after Power Query.

This will help you become creative which is one of the keys to success in this fast-paced world.

Because Here’s The Thing…

Staying on top of the curve does not happen by accident. Nor is it about working “harder” or “hustling more.”

The secret to overcoming today’s data challenges is knowing about other automation options that are available to you.

So, next time you’re sitting in a business meeting talking about automation you’ll be able to confidently discuss different possibilities.

Get my point?

“But Leila, I Don’t Have Time To Learn All These Tools”

Sure, I understand. I know you’re busy.

Instead of boring you with the theory of all these automation tools, I’ll give you my unique Solution Recipes that you can apply right away: Let’s say you come across a similar case that we cover at your work. You don’t have to go and watch the entire video again. You just scroll down and grab the recipe right from underneath the video.

You’ll love how much time these recipes will save you. Trust me, once you automate the entire process, Power Query becomes far less of a time-drain.

Before you know it, you’ll find yourself looking forward to new assignments instead of dreading them.

Being an Administration and Finance Manager and an Accountant, I’ve been a heavy Excel user for at least the last 10 years. My motto? “Automate everything”.

When I first “discovered” Power Query, I knew I’d unlocked a new level. This is why, having been amazed by Leila’s first Power Query course, I knew I had to enroll in this one as well.

This course was exactly what I was looking for. It highlighted pitfalls and the real world of data transformation, offering really valuable tips and knowledge. Like all of Leila’s courses I’ve been through, this one is top notch. Before Power Query, I could only automate once the data was “ready to use”. Now? I can automate practically the whole process, from the raw data up to the final result.

The impact? Massive. After diving into Power Query and learning from both of Leila’s courses, I’ve managed to shave off about 10 hours of work per week for our Human Resources department, especially around payroll incidents and reporting. If you’re thinking about it, don’t hesitate. This course delivers.

Adrian Gutierrez, Administration and Finance Manager

Get Practice Using Power Query Across Dozens of Real-World Examples

Plus learn about the pitfalls to avoid.

What Top Doctors Can Teach You About
Power Query…

What does it take for a doctor to become the best in their field?

Intelligence? That’s for sure.

A good work ethic? Definitely.

And also tons and tons of practice.

The top surgeons are ready for any scenario because they’ve seen it all.

And it’s the same thing regarding you and using Power Query. You’ll only master Power Query once you’ve practiced many different scenarios.

Then, you’ll be ready for anything

❌ No more dreading new assignments.

❌ No more receiving a data dump that’s a total mess and spending hours trying to clean it.

Instead, we’ll show you how to make quick work of anything.

Just like a doctor needs many cases to improve their skills, so do you.

Inside this new course, you’ll practice all sorts of Power Query scenarios, ranging from easy to challenging. Then, you’ll get a “recipe” for efficiently handling each scenario.

That way, when a new assignment hits your desk, you deploy one of these recipes. Easy peasy.

Don’t wait until the most important project of your life hits your desk with a 24-hour turnaround.

Prepare for those emergencies. Learn these Power Query recipes and be ready.

I particularly like the challenges. I appreciate the opportunity to work on new cases and investigate new challenges and solutions. The reconciliation of tables using unpivot and pivot techniques is great and can be used in many scenarios.

🆕 Certified Achievement Badge

Earn Your Digital Badge Powered by Credly

After completing the course, you’ll receive a digital badge. It shows potential employers that you have mastered advanced Power Query techniques and automation skills including the use of Power Automate to streamline processes.

This credential showcases your expertise in streamlining workflows and enhancing reporting capabilities.

Our Digital Badges can easily be shared. You can add them to your LinkedIn profile, include them in your resume, or spread the word across your social networks – all it takes is a simple click.

Stand out to employers by clearly displaying your skills with a digital badge from XelPlus.

I Avoided Power Query For A Long Time

If you’re new around here, I’m Leila Gharani, founder of XelPlus.

I avoided Power Query for a long time. I had watched multiple videos and I thought,

“This is a Power Tool. I don’t work with millions of rows of data. I don’t need this.”

But then in 2018, the Microsoft Team presented some updates they’d implemented in Power Query. And I realized, I had watched the wrong videos. There was an easy side to Power Query and an advanced side. I’d jumped right in with advanced techniques. No wonder I tried to avoid it.

You see, as a Microsoft MVP, I get invited to Redmond, Washington each year for the Global MVP Summit. In between the yearly visits, we have monthly sessions where the Microsoft Excel team gives us updates on the latest features (yes, it’s pretty cool).

It was on one of these calls where I saw the easy side of Power Query in action for the first time. My initial reaction was, “Wow! That is incredible.”

I also realized my mistake. You see, at first, the name Power Query fooled me.

Judging by the name, I thought it was a tool for power users. When actually, it’s a power tool – for everyone.

Power Query is not reserved for Excel masters. Rather, it’s a powerful tool that can benefit even the Excel beginner. At the end of the day, Power Query is nothing more than a series of clicks.

After that meeting with the Microsoft team, I knew I must teach Power Query to our XelPlus audience. That’s when I started working on our online course.

Today, I’m excited to invite you to become a student in that course. It’s now helped thousands of Excel users shave hours off their workday tasks, and it can help you too.

Here’s Your Detailed Curriculum

This course is designed for busy professionals. You don’t need to go through it lecture by lecture. We’ve made it easy for you to step in, grab what you need and deploy it at your work.

See anything that jumps out? Which module do you think you’d begin with?

Automate With Power Query – Recipes to solve business data challenges

Power Query is an Essential tool for Data Analysis. In this course we’ll provide recipes to solve real-life business data challenges.

This Course includes:

Over 8 hours of video and written guides

Downloadable Workbooks and Templates

Challenges to test your skills

BONUS QuickFix Recipe eBook

LIFETIME Access so you never feel rushed

Comment sections to ask questions and get answers from our friendly teaching assistants

CPD Accredited Certificate of Completion

English Closed Captions

Introduction

Welcome & How to Get the Most Out of This Course
⚙️ How to Use the Platform for Best Learning Experience
🔍 Looking for a Specific Topic? Use the Transporter!
❗Important Power Query Editor Settings & Other Useful Info
One-Click Method to Change Source for Multiple Queries

Module 1: PDF to Excel – Correctly Extract PDF Data

Combine Multiple PDF Pages into One Table (Dynamic vs Static Approach)
Importing PDF: Multi-Page Tables with Floating Rows Between Pages
Discover Powerful Features to Clean Messy PDF Data (Table of Contents)
Find and Extract Tables From PDFs No Matter Where They Are
Bulk Import Multiple PDF Files From Folder (The Method)
Bulk Combine PDFs and Extract Values From Different Locations
Bulk Combine PDF Payslips & Create a Dashboard (Messy PDFs)

Module 2: Create Pivot Table From Multiple Sources

Import Sheets Between Two Tabs: 3-D Reference Power Query
Create a Pivot Table From Multiple Tables in the Current File
Appending Vs Merging Vs Relationships – When to Use Which When Combining Data
How to Use Results of Pivot Tables in Reports (GETPIVOTDATA vs Direct Reference)
Professional Pivot Tables (Formatting Tips to Take Your Pivot Tables to Another Level)
Split Pivot Tables to Multiple Categories (ONE Click Solution)

Module 3: Organizing and Managing Power Query Files

File & Folder Organization – Best Practice Guide
Important Refresh Settings in Excel (Automatic Refresh)
Add Last Refreshed Date & Time to Your Report
Copy Power Queries from one File to Another
Best Practice for Naming Steps When Working in Different Languages

Module 4: Managing Source – Online Files (SharePoint, OneDrive, Dropbox)

Connect to Local SharePoint Files the Right Way (Avoid Changing Source)
SharePoint / OneDrive Password Changed? Easily Re-authenticate
Connect to Files on Dropbox (The Proper Way)
📂 SharePoint Folder Connection Made Easy with These Tricks
🕒 Latest File as Source – Name Doesn’t Matter

Module 5: Real World Data Transformation Challenges Solved

Module Overview: UnPivot, Pivot and Other Practical Data Transformations for the Real World
Multi-Column Lookup (Amazon Barcodes) – UnPivot vs Formula Solution
Data Reconciliation – How to Compare Two Tables and Find Differences
Get the Latest File and Unpivot a Monthly Cash Flow Statement
Convert Multi-Line, Single Column File into Table (Pivot Data)
Convert Single Column with Headers on Top of Values into Table
How to Align Data from Different Sources: Tips for Accountants and Analysts
Consolidate Data from Excel Forms (HR Onboarding Example)
Keeping Leading Zeros Extracts from SAP, Oracle etc.
Complex Tag Mapping (CAD / BOM Extracts)
Add Placeholders for Missing Data (Assign Data Types & Names in Advance)
Dealing with Random Line Breaks in Text Files

Module 6: Data Quality Management Challenges

Adding Comments to Results & Keeping Rows in the Right Order (Self-Referencing Query)
How to Audit and Locate Excel Formula Errors with Power Query
Creating Master Data from One Large Fact Table with Power Query

Module 7: Common Pitfalls to Avoid

When Power Query Goes Wrong – Pitfalls, Bugs, Errors and What’s Causing Them
Combine Tables, Expand Columns Pitfall & How Not to Hardcode Headers
Case Sensitivity & How to Ignore Letter Case
Filter Pitfall & How to Avoid Missing Data
Removing, Reordering, Renaming Columns Pitfall & How to Ignore Missing Headers
Changed Type Pitfall & Automatic Type Detection – On or Off?
Dynamic Changed Type & Renaming Based on Column Position
Ready-to-use Functions for Dynamic Data Types & Column Renames
Function to Fix Inconsistent Thousand/Decimal Separators
Find Problem Files When Combining From Folder (2 Cases)
Other Common Power Query Errors & How to Fix These

**** POWER QUERY & BEYOND: INTRODUCING OTHER AUTOMATION OPTIONS ****

🤖 Excel Automation Options 📚Relevant Resources

Module 8: Managing Source Automations

Get a Teams Message when a New Source File is Added to Folder (Power Automate)
Automatically Copy Files from One SharePoint Folder to Another (Power Automate)
Automatically UnZip Files on SharePoint (Power Automate)

Module 9: Backups Automation

Automatically Create Query-Free Backups (VBA)
Schedule Backup of Files with Power Automate

Module 10: Automations to Format & Distribute Files

Recording Actions with Office Scripts (OS)
Looping & Formatting Sheets with Office Scripts (OS)
Running Office Scripts with Power Automate (Schedule or Event Trigger)
Auto Convert Files to PDF (PA)
Automatically Save Each Sheet as a Separate File (VBA)
Automatically Send Emails With Attachments to People Based on Condition (PA)

Course Wrap-up

Favorite Power Query Pro Tips
🙌 YOU DID IT!

The course is very well structured, as are all of Leila’s courses. I find it easier to learn from short videos, and the notes that come along with the videos are very helpful.

The content is amazing because it talks about problems that we face in our day-to-day lives. I found the solution to some problems I have, and I now have a clearer idea of the possibilities for future challenges.

Licínia Marques, Consultant

The course was delivered well, giving it 5 stars. I have seen a lot of opportunities to automate some aspects of my work using Power Automate. Now, I will feel confident to propose the automation of some of our business processes using Power Query and Power Automate.

Selase Tordzeagbo, Auditor

Earn CPD Credits

This course is CPD certified. The Continuing Professional Development is a top global accreditation, trusted by companies and industries worldwide.

When you complete this course, you’ll get a special certificate with the official CPD stamp. You will earn 8 CPD hours with the course.

If CPD credits can help in your career, this is not a course to skip.

XelPlus CPD Provider No 22369

Topic Transporter
Jump into the Topic You Need – Fast

Thanks to a new tool we created here in our XelPlus “laboratory,” now, when you want to find a topic, you can do so instantly.

We’ve gone through every second of every lesson and pulled out the key words & topics. Then, we created an interactive agenda which allows you to quickly locate exactly what you’re looking for.

Once you find your topic, it’s simply a matter of saying “Beam me up!” (not actually required). Click the link and you’ll instantly be transported to the correct lesson and timestamp.

Easily find a specific topic in the course

No more wasting hours searching. Find what you need, then get back to work.

🆕 Exclusive Bonus

Master Automation Even Faster With Our Recipe Book

Ready for a deal that keeps getting better? Enroll in our course today, and after your first 30 days, you’ll get access to our exclusive eBook: QuickFix: Power Query Automation Recipes.

You’ll learn the recipes to quickly streamline your business tasks, dodge common pitfalls, and improve your automation skills – all with this one-of-a-kind 70-page guide.

Your eBook will help you:

  • Solve Real World Problems: Your bonus comes packed with Power Query recipes for everyday business solutions.
  • Avoid the Pitfalls: Benefit from our special section on how to sidestep and resolve common Power Query errors and pitfalls – to make sure your queries don’t break in the future.
  • Fast-Track Your Learning: This value-packed guide is the perfect follow-up to your first month of learning. No fluff, just answers.
eBook PQ Recipes eBook

Note: This exclusive bonus eBook will be available after 30 days of enrollment, aligning with the end of our 30-day money-back guarantee. Of course you can also get it earlier, just send us an email after you register for the course.

If you’re looking to save time and frustration with data extraction and manipulation, this is the course for you! My line of work involves constantly working with multiple databases with different formatting.

With the skills I learned from Leila, I am now saving myself time by automating the repetitive tasks that would take a lot of my time. I now have direction in how to organize files for data automation and how to set things up so I can spend more time analyzing the data.

Daniel Sweeney

This is a really well-thought out and informative course if you want to get more out of Power Query. Leila’s knowledge and presentation skills are without doubt the best, and I learn from every lesson.

It not only makes me feel like someone who can make the best use of Excel, Power Query, and Power BI, but has already proven to help me tremendously in getting my work done in a far more efficient way than I would have been able to without Leila’s lessons.

Roger Hendriks

I wasn’t sure I needed this course because your first Power Query course was so good, but within the first few minutes of Automate with Power Query I was learning new techniques! It delved into Office Scripts and Power Automate, which was a big plus for me.

I am going to automate a lot of my tasks, which will be sure to impress coworkers and bosses. Your first course taught me Power Query; this course made me a pro.

Mark Theirl, Engineering Technician

📃 Get a Certificate of Completion

When you finish the course, you’ll get a certificate of completion. You can send it to your boss, upload to LinkedIn, or just add it to your own person library of learning achievements.

CPD Accredited Course Certificate from XelPlus

Frequently Asked Questions

Do I need to know Power Query?

This course assumes you know what Power Query is. You don’t need to have advanced knowledge. It’s ok if you’re still learning and have recently started using it at work. You just need to be familiar with the interface. If you’re not, I recommend you start with this course. Complete the introduction sections and then you’ll be ready to jump in this course. It will expose you to real-world problems.

What if I’m already enrolled in Master Power Query: Beginner to Pro course? Will I learn anything new?

Yes. This course is the result of the most common questions we received from our members who were enrolled in the other course. We decided to create a separate course to address these issues as they were many. You don’t need to have completed the other course to start with this one. It’s enough if you’ve gone through the introduction sections.

When does the course start and finish?

You’ll take this course in your own time. It is a completely self-paced online course – so you decide when you start and when you finish.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.

What if I am unhappy with the course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us at info@xelplus.com in the first 14 days and we will give you a full refund.

What if I have questions about the lessons? Can I get those answered?

Yes! Most online courses leave you on your own, but not here at XelPlus.

We have a team of helpful teaching assistants (TA’s) ready to answer your questions about each lesson. Below each lesson, you’ll find a comment section where you can ask a question about the topic. Our TA’s will chime in and do their best to help you.

What are the course requirements?

This course is designed for Excel on Windows. Power Query is currently NOT fully available in native Mac.

You’ll need Microsoft Excel 2019 or Microsoft 365. General functionality is also available in Excel 2016, but some Power Query features require newer versions.

Who can I contact if I have questions not addressed?

You can contact us at info@xelplus.com.

What I learned from this course:

(1) The immense importance of transforming, cleaning, and adapting data so that it is presentable and publishable;

(2) All these operations can be done using Power Query;

(3) Power Query is a very powerful and easy-to use tool.

With this new knowledge, I feel comfortable and confident in helping my clients meet their many needs.

Jean Thibault

This is a great course, very short and compact, with specific real-world examples that will be useful for my current and future work.

I have been using Power Query for a while now, and this course helped identify additional ways to use it as well as ways to correct errors and future-proof the templates I have created and will create going forward.

Rodney

With this course, I already managed to analyse tons of data in 2.5 hours, which would normally take me a whole day. Even my superiors were impressed with the speed of the report’s delivery and the format.

The course covers all the important aspects of Power Query and tackles real work-related problems. It is very precise.

I enjoyed the real-life work challenges and the automation part, and the links for tips and tricks have helped me a lot to grasp a better understanding of data, formatting, and reporting.

Ravish Chutooree, Capex and Consolidation Coordinator

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