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Filtering and queries

View a list of articles and webinars produced by the Excel Community on filtering and queries.

Displaying 1-20 of 154 results
Headshot of Mark Proctor
Exclusive Add column vs. transform column in Power Query
  • Article
  • 29 Sep 2025
  • Mark Proctor
In this Creator level article, Mark Proctor returns to go beyond the basic Power Query interface and discover how to perform advanced transformations on existing columns.
Liam Bastick
Exclusive Summarising Vertical Lists Horizontally
  • Article
  • 08 Aug 2025
  • Liam Bastick
For the second month running, I have an article inspired by recent consulting problems. Obviously, I will change the data! Imagine we have a table called Data (sorry, that’s as far as my imagination goes!) that contains details of some new items and their suppliers in a standard tabular format (i.e. a vertical list), as below. Let’s suppose we need to import this data into an inventory management system.
graph image
Exclusive Transform general ledger data with Power Query
  • Webinar
  • 04 Jul 2025
  • Excel Community
Practise with this follow-along webinar looking at streamlining your ledger exports.
James Berridge
Exclusive Using PowerQuery for report transformation
  • Article
  • 03 Jul 2025
  • James Berridge
This article covers an overview of how to use PowerQuery to standardise a general ledger, offering insights into automating workflows and extracting essential transaction data to make reporting more efficient.
Headshot of Bani Lamba
Exclusive EXCEL TIP OF THE WEEK Excel Tips and Tricks #499 – Excel’s new focus cell
  • Article
  • 01 May 2025
  • Bani Lamba
Welcome back to Excel Tips and Tricks! This time, we have a Basic User level post exploring the new focus cell functionality in Excel.
Simon Hurst
Exclusive SIMPLE BUT EFFECTIVE TABLES Simple but effective Tables. Part 10
  • Article
  • 23 Sep 2024
  • Simon Hurst
In this series we are going to examine some of the capabilities of Excel Tables. We will be concentrating on the practical use of Tables to improve spreadsheet productivity. We are going to conclude our series of articles on the practical use of Excel Tables by looking at how Tables work with Power Query.
Simon Hurst
Exclusive SIMPLE BUT EFFECTIVE TABLES Simple but effective tables, part 9
  • Article
  • 09 Sep 2024
  • Simon Hurst
In this series we are going to examine some of the capabilities of Excel Tables. We will be concentrating on the practical use of Tables to improve spreadsheet productivity. The previous two-part article looked at the use of structured references to refer to all or part of an Excel Table, from cells outside of the Table as well as cells within the Table. We are going to conclude our exploration of Tables by looking at Filtering and Sorting, and using Sparklines and check boxes in Table columns. Then, in the next part of the series, we will look at how Tables work with Power Query.
David Beniam
YOUR QUESTIONS ANSWERED Your Questions Answered #11 – Tips and Tricks Live extended
  • Article
  • 11 Jul 2024
  • David Benaim
In last month’s ‘Excel Tips and Tricks live – your questions answered’ webinar, David Benaim and Ian Pay tackled Excel questions and queries covering best practices when using Power Query, the use of formulas such as XLOOKUP, and a range of techniques for data handling and analysis in Excel. In this article, David returns to answer some of the unanswered questions from the webinar.
Headshot of Mark Proctor
Exclusive Avoid Column Name errors in Power Query
  • Article
  • 24 May 2024
  • Mark Proctor
Changing column names are a frequent cause of Power Query errors. This article explores a few techniques to avoid those errors and ensure Power Query refresh runs smoothly.
Headshot of Mark Proctor
Exclusive A short introduction to Power Query M code
  • Article
  • 25 Mar 2024
  • Mark Proctor
While M code in Power Query may look overwhelming and confusing, the functional language is similar to Excel formulas built using the LET function. In this article, Mark Proctor explores how to get started with understanding and using M code in Excel
Simon Hurst
Exclusive Spreadsheet review – can Power Query help? Part 4
  • Article
  • 13 Mar 2024
  • Simon Hurst
Legacy Excel supports a range of functions and techniques that can help identify potential errors and problems within a spreadsheet as part of a review process. In part 1 of this series we looked at some of the advantages of adding Power Query to your review toolkit and, in parts 2 and 3, explored some of the available tools. In part 4 we are looking at the output of those tools in more detail.
Simon Hurst
Exclusive Spreadsheet review – can Power Query help? Part 3
  • Article
  • 23 Feb 2024
  • Simon Hurst
In part 1 of this series, we looked at some of the advantages of adding Power Query to your review toolkit. This time we are going to move on from the Profile table that we created in Part 2 to rearranging our Table and positioning it above our original data for ease of reference. We will be using a range of techniques that demonstrate the versatility of the Power Query tools.
Simon Hurst
Exclusive Spreadsheet review – can Power Query help? Part 2
  • Article
  • 16 Feb 2024
  • Simon Hurst
Legacy Excel supports a range of functions and techniques that can help identify potential errors and problems within a spreadsheet as part of a review process. In part 1 of this series, we looked at some of the advantages of adding Power Query to your review toolkit. In part 2 we are going to look in more detail at some of those tools and techniques.
Simon Hurst
Exclusive Spreadsheet review – can Power Query help: part 1?
  • Article
  • 13 Feb 2024
  • Simon Hurst
Legacy Excel supports a range of functions and techniques that can help identify potential errors and problems within a spreadsheet as part of a review process. However, it’s worth considering the addition of Power Query to your review toolkit on the grounds of simplicity and ease of use.
Lego graph image
Exclusive EXCEL TIP OF THE WEEK Excel Tips & Tricks #487 – An Introduction to Slicers
  • Article
  • 09 Feb 2024
  • Thomas Edmunds
Hello and welcome back to Excel Tips and Tricks! This week, we have a Basic User level post exploring the basics of setting up, customising and using slicers in Excel to filter and sort through data.
Simon Hurst
Exclusive Getting Internet data into Excel just got easier
  • Article
  • 18 Dec 2023
  • Simon Hurst
Trying to link Power Query to data on a web page could be tedious at best. An enhancement to the ‘From Web’ data connector makes things a lot easier and uses AI to help you get the information that you need.
Headshot of Bani Lamba
Exclusive EXCEL TIP OF THE WEEK Excel Tips & Tricks #479 – Advanced Filter redux
  • Article
  • 15 Sep 2023
  • Bani Lamba
Hello and welcome back to Excel Tips and Tricks! This week we have a Creator level post where we will take another look at the ‘Advanced Filter’ feature.
Simon Hurst
Exclusive Power Query – matching lists part 2
  • Article
  • 24 Aug 2023
  • Simon Hurst
In the first part of this two-part article, we looked at using lists in Power Query to create a list of articles that matched a set of keywords within the existing archive portal, in order to support a new Excel Community project. After seeing how we could create a table containing the relevant information in part 1, this time we will see how to use those techniques to add our filter in Power BI.
Simon Hurst
Exclusive TECH NEWS Power Query – matching lists part 1
  • Article
  • 17 Aug 2023
  • Simon Hurst
In the first part of a two-part article, we start looking at how to use lists in Power Query to add a new filter to our archive portal to support a new Excel Community project.
Simon Hurst
Exclusive Is there anything that Power Query can't do?
  • Article
  • 30 May 2023
  • Simon Hurst
There are many things that Power Query can't do but, in this occasional series, we will be looking at some of the less obvious techniques available. In this episode we look at automating the changing of column heading text.
Displaying 1-20 of 154 results

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