Advance Excel 2016 + Power Query — Lesson 1: Connections, Query Editor, Data Types, and Profiling

Learning Objectives

• Explain the role of data-source connections and import options in the course scenario.
• Apply Power Query Editor navigation through a guided implementation or analysis.
• Validate data types, profiling, and quality indicators using documented evidence and acceptance criteria.
• Troubleshoot risks, quality issues, and operational gaps related to step order, naming, and documentation.

Detailed Topics

• Data-Source Connections And Import Options: Apply the concept to requirements, configuration, analysis, controls, and expected outcomes.
• Power Query Editor Navigation: Apply the concept to requirements, configuration, analysis, controls, and expected outcomes.
• Data Types, Profiling, And Quality Indicators: Apply the concept to requirements, configuration, analysis, controls, and expected outcomes.
• Step Order, Naming, And Documentation: Apply the concept to requirements, configuration, analysis, controls, and expected outcomes.

Guided Demonstration

1. Review the scenario, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, analysis, design, administration, or development workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, tests, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain corrective actions.

Hands-on Exercise

1. Translate the scenario into a short implementation or analysis plan.
2. Complete the workflow using the supplied checklist and secure working practices.
3. Test normal, edge, and failure conditions and record the results.
4. Document one improvement that increases quality, security, reliability, usability, or business value.

Validation Checklist

• Requirements, assumptions, owners, and success criteria are documented.
• Configuration or analysis results are supported by reproducible evidence.
• Security, privacy, accessibility, quality, and governance controls are reviewed.
• Errors and unexpected results are investigated before approval.
• The final outcome and next action are communicated clearly.

Troubleshooting and Improvement

Use logs, formulas, queries, settings, permissions, test outputs, and stakeholder feedback to isolate the cause of a problem. Correct the smallest verified cause first, retest the complete workflow, document the evidence, and add the learning to the final improvement plan.