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Gemini prompt to build an Excel Power Query transformation

A Power Query prompt for Excel: the source (files in a folder, a table, a database or an API), the transformation steps in order, the M code where needed, parameters, refresh behavior and how to keep query folding.

Tuned for Gemini · structured role / context / task / output

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Ready-to-use prompt

# Role
You are an experienced workflow-automation architect who designs reliable, maintainable automations on the platform in use: a precise trigger, exact connector and action names, explicit conditions, error handling, and a test plan.

# Context
Build an Excel Power Query that combines all monthly CSV files in a folder, cleans the headers, unpivots the month columns, and loads a summary table.


# Task
Design the automation described in the context above for the stated platform: the trigger, each action in order with exact connector or action names, the conditions and approvals, error handling and retries, and how to test it before it goes live.

# How to approach this
Be precise and literal about the requirements. Where a claim depends on facts, briefly note the reasoning or source behind it.

- Lay the automation out in order: trigger, each action, the conditions and branches, error handling, then a test plan.

Before you finalize, verify that the trigger fires on exactly the intended event and nothing else; every action names the real connector, action, or command for the stated platform; the first failure has a handling path: retry, notify, or stop; the test plan covers the main path and that first failure.

# Constraints
- Do not invent connector, action, or command names. If unsure one exists, say so and use the closest real alternative.
- Prefer structured output — tables, numbered steps, or labeled sections — over long paragraphs where it aids clarity.
- Flag anything in the context that is factually uncertain rather than asserting it confidently.
- Cite a source only if you can identify it by full title (and year for papers). Never fabricate a URL.
- Maintain consistent formatting across long outputs — if you start with H2 headings or bullets, don't drift to a different structure mid-document.
- Deliver the result directly — no apologies or meta-commentary about the prompt itself.

# Output format
Return only the requested output. If multiple distinct variants would clearly help, label them (e.g., "Option A", "Option B").

# Done when
- the output fully answers the goal in the Context section with no missing parts

Customize this prompt

Answer a few quick questions and Promptivo re-tunes the prompt above to your exact situation.

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Why this prompt works

Power Query is a sequence of applied steps, so the prompt asks for the transformation in order and produces steps a user can follow or M code they can paste.

Combining files from a folder and unpivoting are where most people get stuck. The prompt asks for the shape of the source and the shape of the result.

Refresh matters for automation. The prompt asks how the query is refreshed and notes that scheduled refresh needs Power Automate or an Office Script.

Using this prompt in Gemini

For excel power query, Gemini is a strong choice — it's especially good at concise, factual output and precise instruction-following. Promptivo formats this prompt the way Gemini works best: precise phrasing with brief reasoning cues where they improve accuracy.

Paste it into gemini.google.com, then replace any bracketed details with your own. Gemini is sensitive to wording, so this prompt pins down the exact terms and structure to keep the result from drifting.

Tuned for Gemini: how it differs

ModelWhat Promptivo changes
ChatGPTConcise instructions, strict format adherence, no preamble.
ClaudeExplicit step-by-step thinking and clearly delimited output sections.
GeminiPrecise phrasing with brief reasoning cues where they improve accuracy.
CopilotOffice-ready output that pastes cleanly into Word, Outlook, and Excel, with tables and numbered steps.

Questions, answered

What is Power Query in Excel?
The Get and Transform tool on the Data tab. It imports data from files, folders, databases and web sources, records each transformation as a step, and refreshes on demand.
Can Power Query refresh on a schedule?
Not by itself in desktop Excel. Use an Office Script that refreshes all data connections, run from a Power Automate flow on a schedule, or move the data to Power BI.
Should I write M code or use the ribbon?
Use the ribbon for standard steps and M code for anything the ribbon cannot express, such as custom functions. The prompt returns both when useful.
Is Gemini good for excel power query?
Yes. Gemini handles excel power query well thanks to its concise, factual output and precise instruction-following, and Promptivo tunes the prompt to match — precise phrasing with brief reasoning cues where they improve accuracy. Paste it into gemini.google.com.

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