Webclass 119: How can you harness the power of Power Query in audit?

Q1. What is Power Query?

It is an Extract Transform Load tool that can automate data manipulation for you and it comes with Excel

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It is an Extract Transform Load tool that you have to purchase in addition to Excel

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Q2. In what situations can Power Query save you a lot of time?

When you want to automate a lot of repetetive tasks

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When you have a lot of different tasks to do and there are different data structures for each one

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Q3. Can you connect Power Query to ERP systems and web services?

Yes

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No

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Q4. If you create a pivot table with Power Query on one month of data, how do you refresh for all months of data?

By using the Folder option when you create the query and then right-click refresh on your pivot table when you have more data

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By copy-pasting the data into the Excel workbook and then using merge query

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Q5. What language is Power Query based on?

M

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VBA

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Q6. What can you see in Advanced Editor?

The code that is used to transform the data

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The applied steps in natural language

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Q7. How could you remove a $ from the values in a column?

Click on the column and select Replace Values

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CTRL F Delete

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Q8. Which menu tab helps us to add a column?

Add Column

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Transform

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Q9. How do we save our Power Query?

Click Close and Load

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Click SAVE AS

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Q10. What do you do if you don’t want the data to physically come into your Excel sheet because it is too heavy?

Select "Only create connection" when you do Close and load

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Close and load with Table option only

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Q11. How can you get a pivot table from the table query that you just made?

Right click on the query and select Load To -> Pivot table

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You have to start again and ensure that you have a pivot table in the steps

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Q12. Why would you want to Merge queries?

So that you can include data from another table in your results set

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So that you can append data together vertically

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Q13. When you do Merge Queries, do you have to physically bring your data into the worksheet?

No

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Yes

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Q14. After doing Merge Query, how do you see the values that you added?

Click on the two back-to-back arrows button

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You cannot actually see it in Excel

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Q15. Does Power Query enable you to analyze data that is beyond the row-limit of Excel?

Yes

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No

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Q16. The M language in Power Query, looks the same as that…

In PBI

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In SQL

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Webclass 119: How can you harness the power of Power Query in audit?

Webclass 119: How can you harness the power of Power Query in audit?

admin June 9, 2026

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