Power Query Reporting Automation
A 12-lesson Power Query course: connect, clean and combine messy exports into one refreshable reporting workbook.
Articles12
Lesson 01 · The monthly reporting scrambleThree systems, one report, and no more copy-paste (Stage 1 · Connect; 30–40 min)Published 2026-09-29Lesson 02 · Import every CSV in a folderPoint Excel at the folder and stop opening files one by one (Stage 1 · Connect; 35–45 min)Published 2026-09-29Lesson 03 · Data types and localeWhy 04/08/2026 is a lie until you pick a locale (Stage 1 · Connect; 35–45 min)Published 2026-09-29Lesson 04 · Clean and standardizeTrim, replace, deduplicate, and remove errors -- repeatably (Stage 2 · Shape; 40–50 min)Published 2026-09-29Lesson 05 · Unpivot the weekly gridTurn a wide crosstab into narrow rows a query can aggregate (Stage 2 · Shape; 35–45 min)Published 2026-09-29Lesson 06 · Append versus mergeStack rows, or join columns -- know which one you need (Stage 2 · Shape; 40–50 min)Published 2026-09-29Lesson 07 · Custom and conditional columnsDue dates, aging buckets, and computed values that survive refresh (Stage 2 · Shape; 35–45 min)Published 2026-09-29Lesson 08 · Group and aggregate42 tidy rows in, 7 utilization rows out (Stage 3 · Automate; 35–45 min)Published 2026-09-29Lesson 09 · Query parametersChange the month in one place, watch the whole model follow (Stage 3 · Automate; 35–45 min)Published 2026-09-29Lesson 10 · Load, refresh, and the reportClose & Load To, Refresh All, and the formula layer that reports (Stage 3 · Automate; 40–50 min)Published 2026-09-29Lesson 11 · Documenting your queriesRenamed steps, M comments, and the Query Log your successor will read (Stage 4 · Document and Run; 35–45 min)Published 2026-09-29Lesson 12 · The monthly close routineFive steps, fifteen checks, and a report you can defend (Stage 4 · Document and Run; 40–50 min)Published 2026-09-29