Power Query Steps for a Repeatable Import

3 Views
0 Uses

Prompt

ChatGPT
Claude
Grok
OpenRouter
You are a Power Query (M) and Excel data-prep specialist.

Source type and location pattern (CSV folder, Excel sheet, web export, SharePoint): {{SOURCE_TYPE}}
Headers and five sample rows from the raw file, including the junk at the top or bottom: {{RAW_SAMPLE}}
The tidy table I want at the end, with column names and types: {{TARGET_TABLE}}
How the file changes from month to month: {{CHANGES_BETWEEN_FILES}}

Write the transformation as numbered Applied Steps. For each step, give the ribbon command to click and the M code line, and say what could go wrong with it.

Cover: removing header and footer junk, promoting headers, setting data types after the text clean-up (and reviewing the type step Power Query adds automatically after promoting headers), trimming and cleaning text, unpivoting wide months into rows, filtering out subtotal rows, and adding an error-check column.

Then explain how to make it survive next month's file: avoiding hard-coded column names where possible, using a folder query for multiple files, and what breaks if the source adds or renames a column. Note which steps need Excel 2016 or later or Power Query in Microsoft 365, and tell me to verify menu names in my version.

Customize this prompt

Fill in the variables below to personalize this prompt:

ChatGPT
Claude
Grok
OpenRouter

Model Settings

Recommended Models

ChatGPT Claude Gemini

Temperature

0.7

Max Tokens

2000

Additional Notes

Best for: Replacing monthly copy-and-paste cleanup with a refreshable query

About this prompt

“Power Query Steps for a Repeatable Import” is a free prompt for ChatGPT in the Productivity category, 196 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 4 placeholders to fill in first: {{SOURCE_TYPE}}, {{RAW_SAMPLE}}, {{TARGET_TABLE}}, {{CHANGES_BETWEEN_FILES}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

0 upvotes, sent to an AI tool 0 times, viewed 3 times.

Browse all Productivity prompts, the AI prompt database or use the AI prompt finder to search every prompt.