Description
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Turn messy CSV files into a fully automated Excel Import-Transform-Clean system that displays the final data on a dashboard using Power Query, PivotTables, slicers, and charts.
In this tutorial, I’ll show you how to import raw CSV data into Excel, clean and transform it step-by-step with Power Query, and build a dashboard that updates automatically whenever the source file changes.
We’ll cover real-world Excel data cleaning techniques including:
• Fixing broken date columns
• Removing top rows and blank rows
• Promoting headers correctly
• Filtering out incomplete records
• Cleaning text values and extracting numbers
• Splitting and transforming product names
• Converting text into proper number formats
• Creating calculated columns without formulas
• Building PivotTables and charts
• Adding slicers for interactive filtering
• Auto-refreshing reports when new data is added
You’ll also learn several beginner-friendly Power Query tricks that make data cleanup dramatically faster than manual Excel work.
Topics covered:
• Power Query in Excel
• CSV imports
• Data transformation
• Automated dashboards
• PivotTables
• Pivot charts
• Slicers
• Excel reporting automation
• Text extraction
• Data cleanup workflows
• Refreshable Excel reports
This is a practical Excel tutorial designed for analysts, office workers, finance teams, operations professionals, and anyone tired of manually cleaning spreadsheet data every week.
If you work with messy Excel exports, CSV files, inventory reports, sales reports, or downloaded system data, this workflow can save you a massive amount of time.
If you'd like to learn more about automating Excel, check our Excel Automation Courses (linked below).
I hope you enjoy the video! :)
Don
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00:00 Intro
00:22 Final Result Demo
01:10 Import Raw Data into Excel
03:23 Clean & Import Messy Data in Excel (Full System)
16:01 Refresh/Auto-Refresh Data in Excel
17:23 Adding a Dashboard
17:30 Slicers
18:22 Pivot Tables
20:16 Pivot Charts
21:05 Finish the Dashboard
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