The Excel Query Screen

The Excel Query Tab

Previous Session Summary

In the previous lesson, we looked at steps that PowerQuery automatically puts in place including the Source step and the Changed Type step. We then went onto looking at some of the basic transformation steps which we can perform ourselves including Remove Rows and Use First Rows as Headers. We then closed and loaded the data into standard Excel.

Lesson Synopsis

At the end of the last lesson we loaded our PO data back into Excel. In this lesson, we look at the Query tab which appears in a standard Excel workbook in which a query has been created. The Query tab has options for getting back into the PowerQuery editor from Standard Excel as well as how to create notes on what our queries do, delete queries and refresh queries.

Resource Listing

The Video

Play Video

Lesson Notes

Once we’ve loaded our data back into Excel from the PowerQuery Editor screen then we have some options that appear for us in standard Excel relating to the PowerQuery Editor.

To access these options, click on the table of data that the PowerQuery Editor produced from our query. This then brings up two new tabs at the top of the Excel screen which are Design and Query. The Design tab simply allows you to format the table of data that’s been produced by PowerQuery. This is like any other Excel formatted table, so we’re not going to dwell on that tab. The Query tab is the tab that we’re interested in.

The Query tab gives you a few options of commands that you can give the PowerQuery Editor but in standard Excel. These are as follows:

.... and a little more!

Refreshing – You can also opt to refresh the Source dataset through selecting the Data tab and then selecting Refresh