Installing Power Query

Using Microsoft Office 365, Excel 2016 or Excel 2019? No installation required.

Power Query (PQ) is part of Excel; it's incorporated in newer versions of Excel, conveniently located in the Get + Transform section of the Data tab of the ribbon.

The lessons on this blog are using the most recent Office 365 version available at the time of posting.  Since Office 365 updates frequently, differences may exist.

Using Excel 2010 or Excel 2013?  You will need to install the Add-in.  
Link to Microsoft for installation.

Excel for Mac? The Microsoft Excel team is actively working on releasing Power Query functionality for Mac users.  As of May 30, 2019, Mac users on versions 16.26 and later can refresh queries from Text, CSV, XLSX, XML, and JSON files.  

Excel for Android, iOS and Online? Microsoft does not support Power Query on these platforms.  ☹️

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There are currently 5 Excel versions widely used by accountants.  Differences may exist between the screenshots provided and your version of Excel. 

I want to empower you to revolutionize your CPA skills.  If a difference isn't intuitive to you, please let me know.  I'll try and quickly get you on the right track. 

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Depending on your settings, downloaded exercise files may initially open in Excel Online.  They will need to be opened in desktop Excel to enable the Power Query functions saved in the workbook.

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In this lesson, you learned how to: 

• Make sure Power Query is installed on your PC.

Prior post: The Game Changer
Next post: Load data

💬   What version of Excel are you using?  Leave a note in the Comments section.