HOW TO: Navigate in the Power Query Editor

1. Display the worksheet with the table and select a cell in the table.
   • The data source for the table is the query.
2. Click the Data tab and click the Queries & Connections button [Queries & Connections group].
   • The Query & Connections pane may be open if you are working on a series of query tasks.
3. Point to the query name in the Queries & Connections pane and click Edit in the pop-up window.
   • The data displays in rows and columns in the Power Query Editor.
4. Click the View tab.
5. Verify or select the Query Settings button [View tab, Layout group].
   • The Query Settings pane includes Properties and Applied Steps groups.
6. Expand each group if necessary (Figure 10-6).
   • The Properties group includes the file name.
   • The Applied Steps group lists each task completed in the query.
7. Verify or select the Formula Bar box [View tab, Layout group] (Figure 10-7).
   • The Formula bar displays above the data.
   • Power Query formulas are different from Excel formulas.
8. Click the Properties button [Home tab, Query group] (see Figure 10-7).
   • The Query Properties dialog box opens.
9. Click the Name box and type a name for the query.
   • The default name is the same as the source data.
10. Click the Description box, type an explanation, and click OK.
11. Click the Expand the Navigator Pane arrow to the left of the window (Figure 10-8).
    • Queries associated with the workbook are listed.
    • Click a query name in the Navigator Pane to display it.
12. Click the Minimize the Navigator Pane arrow.
13. Click the Close & Load button [Home tab, Close group].
    • The worksheet data updates to include changes.
    • You can click File and select Discard & Close to return to the worksheet without any changes.
14. Close the Queries & Connections pane and click a blank worksheet cell.
    • The Table Design and Query command tabs no longer display.

Transform Data in Power Query

You cannot edit a record in the Power Query Editor. You can, however, split columns, replace data, and more. The Applied Steps list in the Query Settings pane displays each task you perform so that you can delete a step if necessary.