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Top 6 Power Query Productivity Tricks

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  1. Use the Choose Columns button (on the Home tab) to select those columns that you want to keep Instead of scrolling through too many columns of data and wasting time.

    Choose Column button Choose Column

  2. Use to Go to Column button (beneath the Choose Columns button) to jump to a particular column instead of scrolling through all of the columns to find the one you want.

    Go to Column button Go to Column

  3. Use the Group By feature to replace some of your aggregate functions like SUMIFS, AVERAGEIFS, and COUNTIFS.  To use this feature, first create a Reference to your existing query so that you are working on a linked copy of the original data.  Do this by right clicking on the existing query and selecting Reference.

    Use the Group By feature.

    Then right click on the column that you want to group the data by (e.g., EXT) and select Group By…

    Select Group By

    Then fill in the New column name, the Operation, and the column on which you would like to perform the operation.

    New Column name

  4. Use the Data source settings button (on the Home tab) to quickly change all data sources instead of having to update the Source step for each query.

    Use the Data source settings.

  5. Set up Parameters to hold information that may be used multiple times in formulas (e.g., Taxed Amount field).  Instead of typing in the tax amount in several formulas (and then having to edit multiple formulas when the amount changes) you can create a parameter that holds the amount and then apply it to your formulas. 

    To create a Parameter:

    • Click Manage Parameters button (on the Home tab)
      Set up Parameters.
    • Click New
    • Fill in the details for your parameter field (e.g., Taxed Amount of .06) and click OK
    • Then use the parameter field when writing your formulas

      Create a new Parameter.


  6. Set up the Quick Access Toolbar in Power Query 

    1. Open Power Query Editor.
    2. Click on the drop-down arrow on the QAT (Quick Access Toolbar) in top-left of screen and click on "Show below the Ribbon."
      Power Query Editor
    3. Then right click on any button in the ribbon that you want to add to the QAT (e.g., the Close & Apply button) and click on "Add to Quick Access Toolbar."
      Quick Access Toolbar
    4. This will now add the button to the QAT and save you from always having to switch back to the Home tab to find it!  Popular Power Query buttons to add to the QAT are:
      • Close & Apply
      • New Source
      • Choose Columns
      • Go to Column
      • Merge Queries
      • Append Queries
      • Extract
      • Custom Column
      • Add Column → Date
      • Data source settings

 

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