Power Query: the automation that survives your IT policy
Built into Excel, no macros, no security warnings. If your organisation blocks VBA, this is usually the route that gets the same job done.
What we build with it
Power Query records the steps you take to shape data, then replays them on every refresh. Combine forty CSVs, unpivot a crosstab, strip out header rows, join two sources — once configured, it repeats forever.
We build the queries, name the steps so they can be read, and add Power Pivot measures where the maths deserves a proper data model.
Folder consolidation
Point at a folder; every file in it lands in one table, new files included automatically.
Source connections
SharePoint, SQL, web APIs, Google Sheets, exported CSVs and other workbooks.
Reshaping
Unpivoting crosstabs, splitting columns, filling down merged headers, removing junk rows.
Power Pivot models
Relationships and DAX measures so calculations live in the model, not in a thousand formulas.
Where Power Query pays for itself
- 1You paste new data into a template each monthReplace the paste with a refresh.
- 2Reports arrive as crosstabsUnpivot once, and every future file lands analysis-ready.
- 3Data lives in six placesQueries join them into one table with a single refresh.
- 4Macros are blockedPower Query is native Excel — no security prompt, no policy exception needed.
Everything that ships with this
- Named, documented query steps
- One-click refresh across all sources
- A Power Pivot model where the analysis needs one
- Notes on how to add a new source yourself
- Testing against a full data cycle
Fixed price, quoted after we have seen the file or the brief. Nothing is billed until you approve the scope in writing. See pricing.
Power Query is built into Excel 2016 and later on Windows, and into Microsoft 365. Mac support is more limited — tell us your setup and we will confirm before quoting.
For importing and reshaping data, usually yes, and it is far easier to maintain. For interface work and emailing, VBA still wins. Most builds use both.
Through SharePoint, OneDrive or Power BI, yes. From a local desktop file it needs someone to click refresh.
Often booked alongside this
Send the file. Get a straight answer.
A 20-minute call, or just email the workbook with a note on what is wrong. Either way you will know the cause and the cost before you commit.