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Training Built Around Your Workflows

This training is for teams that already have a handle on formulas and pivot tables and need to automate the data collection and transformation side of their work. If your team spends time manually copying data between files, cleaning messy exports, or combining reports from different systems — this is the training for them.

Every session is customized per team. We connect to your actual files and data sources, not sample datasets. The automations we build during training are ones your team will keep using afterward.

Each session is 3 hours with a 15-minute break. The northstar for every session: solve 2–3 real problems. Questions to answer are set up before every session, and I answer more questions live during the training.

Your team will also learn to use LLMs to find answers and solve new data problems on their own — so the learning continues after the training ends.

What We Cover in 2–3 Sessions

All topics use your team's real data sources and workflows.

Connecting to Data Sources

  • Import data from Excel files, CSVs, folders, databases, and APIs
  • Connect to multiple files in a folder and combine them automatically
  • Set up connections that refresh with one click — no more manual imports

Merging & Appending Tables

  • Merge tables from different systems using common keys (like VLOOKUP but more powerful)
  • Append tables to stack data from multiple periods, departments, or sources
  • Handle mismatched columns and missing data between sources

Reshaping & Cleaning Data

  • Unpivot crosstab reports into flat tables for analysis
  • Split columns, extract text, change data types
  • Remove duplicates, filter rows, handle errors and nulls
  • Replace messy manual data cleaning with repeatable steps

Building Repeatable ETL Pipelines

  • Chain transformation steps into a pipeline that runs every time you refresh
  • Replace manual copy-paste workflows with one-click automations
  • Output clean, analysis-ready data to tables, pivot tables, or dashboards
  • Manage and update queries as your data sources change

What Every Session Looks Like

Pre-Session Setup

Questions to answer are set up before every session using your team's real data sources and workflows.

3 Hours + Break

Each session is 3 hours with a 15-minute break. Enough time to build real automations, not just watch a demo.

Solve 2–3 Real Problems

The northstar for every session. Your team walks away with working automations they'll actually use.

Learn to Find Answers with LLMs

Your team learns how to use AI tools to troubleshoot and solve new Power Query problems on their own.

Ready to Train Your Team?

Tell me about your team and what data workflows they need to automate — I'll put together a custom training plan.

Book a Training