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Excel Data Automation & Dashboards Completed with Power Query

Learn how to automate repetitive Excel data-cleaning tasks in the workplace using Power Query. Transform a “visually appealing table” filled with horizontally arranged dates and merged cells into a database-style structure suitable for analysis, and complete an interactive dashboard that updates with a single click.

19 learners are taking this course

Level Basic

Course period Unlimited

Excel PowerQuery
Excel PowerQuery
pivot
pivot
dashboard
dashboard
data-transformation
data-transformation
Excel PowerQuery
Excel PowerQuery
pivot
pivot
dashboard
dashboard
data-transformation
data-transformation
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What you will gain after the course

  • Converting a horizontal data structure to a vertical one using Power Query’s Unpivot Columns function

  • Automated Pipeline for Removing Merged Cells and Summary Rows and Refresh-Based Data Updates

  • Creating an Interactive Dashboard with Slicer–Pivot Chart Integration

You can download the practice example file from the Google Drive link below. 👉 Click the link to download the practice file

🎯 What you will learn in this lesson This lesson covers the entire process of transforming ‘horizontal, merged-cell Excel data’ that looks clean but cannot be used with pivot tables and charts into an analyzable database structure using Power Query, and building an automated dashboard.

  • Understand the difference between tables designed for human readability and tables designed for analysis

  • Excel preprocessing basics: Unmerge cells and remove unnecessary aggregate rows/columns and subtotals

  • Power Query Core Feature: Stack horizontally laid-out dates vertically using 'Unpivot Columns'

  • Calculating practical business metrics: calculating supply plan fulfillment rates, achievement rates by product, and remaining quantity metrics

  • Complete the interactive dashboard: Implement a dynamic report linking slicers and charts

⏱️ Video Timestamps (Key Sections)

  • 00:00 Analysis of problems in real-world Excel tables (horizontal layouts, merged cells, mixed aggregations)

  • 03:35 What is the 'vertical database structure' we ultimately need to create?

  • 04:55 Basic Excel preprocessing (unmerging cells and deleting unnecessary rows/columns)

  • 10:15 Stack horizontal dates vertically with Power Query (unpivot columns)

  • 25:30 Creating a pivot table and calculating key KPI metrics

  • 35:20 Design and complete an interactive dashboard linked to slicers

  • 42:40 Summary of the key principles for applying Power Query in real-world work (inventory/logistics/sales)

💡 Learning Tips & Practical Application Know-How

  1. Preserve the original data: In practice, always keep the original sheet intact and start working on a copy of the sheet.

  2. Automating repetitive tasks: Once you create a data-cleaning pipeline with Power Query, even when new data comes in next month, the dashboard will be updated automatically with just one click of the [Refresh] button.

🚀 Recommended Courses & Resources for the Next Step

Recommended for
these people

Who is this course right for?

  • Practitioners working late due to repetitive weekly and monthly Excel data consolidation and processing tasks

  • A planning and operations manager who manually cleaned data without knowing the cause of pivot table errors.

  • A working professional who wants to develop skills in Excel automation and creating visualization dashboards

Need to know before starting?

  • Experience using basic Excel functions (SUM, IF, etc.)

  • Experience creating a pivot table at least once

  • Experience performing repetitive Excel data-cleaning tasks in a professional setting

Hello
This is D3 LAB

Career Verified

I work on understanding and explaining business structures through data.
With a PhD in Management Information Systems (MIS), I have worked on data analysis, BI dashboards, and data education.

I connect complex data—from Excel to SQL to cloud-based data analysis—
and create courses that allow learners to study through real-world analysis projects.

This course goes beyond simply explaining features
and provides hands-on experience building practical data analysis workflows.

The data structures, KPI definitions, and real-world analysis cases covered in the course are continuously updated on the
D3 Lab website.

https://www.d3lab.co.kr/

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Curriculum

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3 lectures ∙ (43min)

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