top of page

You are learning Power Query in MS Excel

How do I access Power Query in Excel?

To access Power Query in Excel, you can follow these steps:

Accessing Power Query in Excel (Windows)

1. Open Excel:
- Launch Microsoft Excel on your Windows computer.

2. Navigate to the Data Tab:
- Click on the `Data` tab in the Excel ribbon at the top of the window.

3. Get & Transform Data:
- Look for the `Get & Transform Data` group within the `Data` tab.

4. Import Data:
- Click on `Get Data`. This opens a dropdown menu where you can select various data sources such as `From Text/CSV`, `From Table/Range`, `From Web`, `From SQL Server`, and more.

5. Open Power Query Editor:
- Choose the data source you want to import from the dropdown menu. Excel will guide you through a series of prompts or a wizard to connect to your data source.

6. Transform Data:
- After connecting to your data source, you'll have the option to transform your data before loading it into Excel. Click on `Transform Data` to open the Power Query Editor.

Accessing Power Query in Excel (Mac)

Power Query in Excel for Mac is integrated differently and may have limited functionality compared to the Windows version. Here’s how you can access it:

1. Open Excel:
- Launch Microsoft Excel on your Mac.

2. Navigate to the Data Tab:
- Click on the `Data` tab in the Excel menu bar at the top of the screen.

3. New Query:
- Look for the `New Query` button in the `Data` tab.

4. From Other Sources:
- Click on `From Other Sources` to select a data source. You may have options like `From Web`, `From Text`, `From File`, etc.

5. Continue with Steps:
- Follow the prompts or wizard to connect to your data source and transform data as needed.

Additional Notes:

- Power Query Editor: In both Windows and Mac versions, clicking on `Transform Data` or similar prompts will open the Power Query Editor. This editor allows you to perform data transformations, such as filtering, sorting, merging, and more, before loading the data into Excel.

- Power Query Add-In: In older versions of Excel (2010 and 2013), Power Query may need to be installed as an add-in. You can download and install the Power Query add-in separately if it's not already included.

By following these steps, you can access Power Query and utilize its powerful data transformation capabilities directly within Excel, enabling you to clean, shape, and analyze data from various sources efficiently.

bottom of page