📎 This article includes 3 downloadable practice files ↓

📘 Power Query Beginner Course · Lesson 10 of 10

This project strings the course together into what offices actually need: a report that rebuilds itself. At the end, adding next month’s data takes one file copy and one click.

The pipeline

1. Source: From Folder on the monthly folder (Lesson 6). Filter to .csv files named sales_*.
2. Clean in the Transform Sample File query: promote headers, trim text, set types with English (India) locale for dates (Lessons 1-3).
3. Audit column: keep Source.Name, extract the month from it.
4. Merge Products on ProductCode, expand Product and Category (Lesson 5). Add a Left Anti check query listing unmatched codes.
5. Add columns: FY, FYQuarter, Month (Lesson 9); Size band (Lesson 8).
6. Name the query Sales and the steps clearly (right-click › Rename).
7. Load: Close & Load To › Only Create Connection + tick Add this data to the Data Model.
8. Report: Insert › PivotTable › From Data Model: Region in rows, Month in columns, Amount summed; add a slicer for Category.

Check the numbers

The expected-results workbook lists the KPIs (6 files, 180 orders, total sales and best region) and a month × region grid. Your pivot should match.

Refresh next month

1. Save the October CSV into the folder.
2. Data › Refresh All.

Optionally tick Refresh data when opening the file (Query Properties) so the report is always current.

You’ve finished the course

You can import, clean, reshape, merge, combine, group and enrich data with Power Query, and build a pipeline that refreshes itself. The same skills work in Power BI Desktop, which is the next course.

Practice

Download the source file(s) and the expected-results workbook below. Build the query in Excel (Data › Get Data), load it to a sheet, and compare your row count and totals with the Checks sheet.