BRWN-011001 - Transforming and Summarizing Data in Excel: Power Query and PivotTables
Preferred registration deadline: July 17th
3 CEs
In this hands-on virtual workshop, participants will learn how to prepare and analyze data in Excel using Power Query and PivotTables. The workshop will focus on building practical skills that support efficient, repeatable data processes. Participants will begin with an introduction to Power Query, where they will import data and apply key preparation steps, including basic cleaning, reshaping, unpivoting, and combining datasets. The focus will be on creating structured, analysis-ready data.
We will then introduce PivotTables as a tool for summarizing and exploring data. Through guided examples and practice, participants will learn how to organize data into meaningful summaries using rows, columns, values, and filters.
Throughout the workshop, participants will follow along in Excel and apply techniques to example datasets. By the end of the workshop, participants will understand how to move from raw data to structured analysis and will be able to apply these skills in their own work.
This is an interactive synchronous distance learning course via Zoom.
General Admission: $65**
**Eligible discounts can be applied during checkout.
Class size is limited to 40.
Course Outline
Content Level: Intermediate
Target Audiences: This workshop is designed for individuals with basic Excel skills who want to strengthen their ability to prepare and analyze data using tools like Power Query and PivotTables. This workshop may be a good fit if you:
- Have completed a basic Excel workshop (such as Leveraging the Power of Excel for Basic Data Management and Analysis).
- Have foundational Excel skills and want to improve your ability to clean, transform, and structure data for analysis.
- Work in program evaluation, public health, nonprofit or social service settings, or academic institutions, and are seeking practical tools to streamline data preparation and produce more efficient, repeatable analyses.
Agenda:
- Welcome and Introduction - 5 mins
- Intro to Power Query; Importing data and navigation - 30 mins
- Transforming and Manipulating Data with Power Query - 60 mins
- Intro to PivotTables - 15 mins
- Analyzing Data with PivotTables - 60 mins
- Wrap Up and Q&A - 10 mins
Learner Outcomes
- Import and prepare data using Power Query, including applying basic cleaning steps such as changing data types and standardizing column structures.
- Transform and reshape data in Power Query by performing operations such as unpivoting columns and merging datasets.
- Explain the purpose of PivotTables and how they support data analysis in Excel.
- Create and modify PivotTables to summarize and explore data.
Course Completion Requirements:
The Brown School is an approved provider of Social Work CEs in Missouri and Illinois. To earn credit, attendees must arrive at the scheduled time, attend the entire course, and complete an online course evaluation. You may still qualify for partial Social Work Missouri and Illinois CEs if you miss part of the training. CE Certificates will be available online within 10 business days of course completion by visiting your learner profile at https://ce.wustl.edu/portal/logon.do?method=load&parentSite=brown. You will receive an email notification with specific instructions for accessing the online certificate when it is available.
For more information about CEs, accessibility, refund/cancellation policy, our grievance policy, or other inquiries, please visit our About Us page or email brownprofdev@wustl.edu.
Prerequisites
Basic experience with Microsoft Excel and general computer use is recommended. Familiarity with concepts such as working with spreadsheets, entering data, and using basic formulas will be helpful. Participants should have Excel 2016 or newer (Excel 2019, Excel 2021, or Microsoft 365). For Mac Users, you should have Microsoft 365 to access Power Query features.
Mac users are welcome; however, please note that some features and the Excel interface will differ from the Windows version used in the demonstration.
- How to check your Excel version:
- Open Excel and go to File → Account (or File → Help). Your version will be listed under Product Information.
- https://support.microsoft.com/en-us/office/power-query-data-sources-in-excel-versions-e9332067-8e49-46fc-97ff-f2e1bfa0cb16
- https://techcommunity.microsoft.com/blog/excelblog/shape-data-with-power-query-editor-in-excel-for-mac/3359795