Merging and appending data in Excel Power Query

This will be a walkthrough of Chapter 5 of my book You do NOT need to have read the book, but you're certainly welcome to! We'll be walking through the content together for an hour and I'll try taking any questions from readers about the book.

• A recording will be made available after the event.
• All downloads used during the event will come from the book's free online repository.

• How to merge and append data from multiple sources using Power Query in Excel, including files and external databases.
• The differences between various types of joins (e.g., left outer join, inner join) and when to use each.
• How to connect to external Excel workbooks and .csv files for data consolidation.
• The importance of maintaining clean and organized data in Power Query to simplify data analysis tasks.

And you’ll be able to:

• Append multiple data sources into a single dataset using Power Query.
• Perform left outer and inner joins to consolidate data from different tables based on common keys.
• Manage, group, and view dependencies of queries within Power Query to maintain a well-organized data analysis workflow.
• Navigate and execute operations within the Power Query interface, including merging queries and handling various data types.
• Transform and clean datasets in Power Query before loading them into Excel to ensure data integrity.
• Use Power Query’s data profiling tools to inspect the results of data merges and appends, verifying the accuracy and completeness of the data.

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

• Please have an up-to-date version of Microsoft 365 for desktop installed prior to the workshop.
• To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
• It is recommended to attend this workshop on a Windows machine
• No other preparation is needed.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of (O’Reilly, 2021) and (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.

Host or Publisher Stringfest Analytics