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Getting started with Power Query: import and clean data automatically

Power Query is Excel’s built-in tool for pulling in data and reshaping it — from a file, a database, or the web — through a sequence of steps that stay attached to the result. Change the source data, click refresh, and every step reruns automatically.

Step 1: Get data

Go to Data → Get Data, then pick a source: From File (CSV, another workbook), From Table/Range (a table already in this workbook), or From Web. For a first attempt, From Table/Range on any data in your current sheet is the easiest way in.

Step 2: The Power Query Editor

This opens a separate window with your data in a grid and an Applied Steps list on the right. This list is the whole point of Power Query: every transformation you make — a filter, a rename, a split — gets recorded as a named step, in order, and can be edited or removed later without starting over.

Step 3: Common transforms

A few operations cover most cleanup work:

  • Remove Duplicates — right-click a column header, or select the whole table and use the Home tab
  • Remove Blank Rows — Home → Remove Rows → Remove Blank Rows
  • Split Column — Home → Split Column → By Delimiter, useful for pulling apart something like "Smith, John" into two columns
  • Change Type — click the icon in a column header to fix a column that imported as text but should be a number or date
  • Filter Rows — the dropdown arrow on any column header, same as a worksheet AutoFilter

Each of these becomes its own line in Applied Steps.

Step 4: Close & Load

When the data looks right, Home → Close & Load sends it to a new worksheet as a table (or to the Data Model, if you’re feeding a PivotTable across multiple sources).

The actual benefit: refresh

The reason to use Power Query over manual cleanup is what happens next time. Paste in a new export of the same report, right-click the table, choose Refresh, and every step — the filter, the split, the dedupe — reruns on the new data automatically. A manual cleanup has to be redone from scratch every time; a Power Query cleanup doesn’t.

When you don’t need it

For a one-off CSV that you’ll never touch again, opening Power Query is often more setup than the job needs. The CSV cleaner tool on this site does trim/dedupe/blank-row-removal instantly in your browser for exactly that case — reach for Power Query once you’re repeating the same cleanup on a recurring basis.