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Power Query & BI

This document provides instructions for performing various data manipulation tasks in Power Query including appending data from different Excel sheets, combining multiple sheets, importing data from websites, merging and splitting columns, transposing data, unpivoting tables, grouping data, and loading data from folders into the data model to enable power pivoting. The steps outlined include connecting to data sources, transforming the data through actions like splitting, merging, grouping and transposing columns, and loading the transformed data back into Excel or the data model.

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zubair muhammad
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© © All Rights Reserved
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Download as PPTX, PDF, TXT or read online on Scribd
100 views

Power Query & BI

This document provides instructions for performing various data manipulation tasks in Power Query including appending data from different Excel sheets, combining multiple sheets, importing data from websites, merging and splitting columns, transposing data, unpivoting tables, grouping data, and loading data from folders into the data model to enable power pivoting. The steps outlined include connecting to data sources, transforming the data through actions like splitting, merging, grouping and transposing columns, and loading the transformed data back into Excel or the data model.

Uploaded by

zubair muhammad
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Introduction to Power Query & Power BI

January 9, 2020
Append data from different sheets of 1 Excel file

1. Open file “1.Appending data from different sheet (columns are same).xlsx”
2. Data  From Table  Close & load to  Only create connection
3. Repeat for all tables
4. New query  Combine queries  Append
5. Select all tables that you want to ‘Append’
6. Close & Load

All data should be in the form of smart tables


Combine multiple sheets in one go without creating links

1. Open file “2. Combine multiple Excel Sheets in 1 go.xlsx”


2. Data  New query  From other sources  Blank query
3. =Excel.CurrentWorkbook()
4. Expand Columns
5. Remove columns by Right Clicking on columns
6. Close & Load

It is Case Sensitive
All sheets to have same columns
Importing from web

1. Data  New query  From other sources  from website


2. www.forex.com.pk
3. Close & Load
VLOOKUP in Power Query

1. Open file “3. VLOOKUP or Power Query.xlsx”


2. Create connections for both tables (Data  From table  Close & Load to  only
create connection)
3. New Queries  combine queries  Merge
4. Select both columns & identify the primary columns in both tables
5. Expand columns & remove columns that are not required by right clicking
6. Close & Load

Repeat the exercise by selecting the different table first & note the change in # of
rows
Splitting the columns

1. Open file “4. Splitting columns.xlsx”


2. Data  From table  Transform  Spilt column  By delimiter
3. Close & Load
Merge columns

1. Open file “5. Merging Columns.xlsx”


2. Data  From table  Transform (Select Columns that you want to merge ) 
Merge column
3. Close & Load

In Excel ‘Concotenate’
Merge columns by condition

1. Open file “5.1 Merge tables by condition.xlsx”


2. Make connections to both tables:
3. Data  From table  Close & Load to  create connection only

4. Data  New query  Combine queries  Merge: select tables, identify the
primary key, & select from Join Kind (Inner, Full outer)

Also talk about Replace, Fill up, Fill


down from Transform
Group by

1. Open file “8. Grouping.xlsx”


2. Data  From table
3. Group by
4. Select columns & practice ‘basic’ & ‘advance’ function
5. Close & Load

Use group function to get 1 column & 2 columns data


Also RANK the data
Un pivot tables

1. Open file “7. Power Query Unpivot.xlsx”


2. Select all columns that need to be ‘un pivot’ (including blank)
3. Data  From table
4. Remove un necessary columns & Rows
5.  Transform (select columns to unpivot)  unpivot
6. Close & Load

Use first Row as header


Transpose by

1. Open file “9. Transposition.xlsx”


2. Data  From table  Transpose
3. Close & Load

Use group function to get 1 column & 2 columns data


Making a Pivot table by Splitting column & “Refreshing Data”

1. Open file “Z_split & power pivot.xlsx”


2. Goto cell A8
3. Data  From table  Transform  Split Columns by Delimiter ( / )
4. Close & Load
5. Insert  Pivot Table (make Pivot table)
6. Now go to earlier sheet & paste data from E4:F119 below the original data
7. See if pivot table is updated (if not refresh data)
Loading data from Folders, Defining Data Model & Power Pivoting

1. Open file “Z_from folder.xlsx”


2. Data  New Query  From File  From Folder (set the path)
3.  Edit : set case lowercase for column ‘Extension’ ALSO apply filter to ‘Extension’
to select only .txt files
4. Click on ‘Content’ column  Remove other columns
5. Click on ‘Combine all’ on the top right corner of column ‘Content’
6. Select delimiter ‘Tab’
7. Close & load to: only create connection & add this data to the Data Model
8. Click on ‘Data Model (Go to the Power Pivot Window)’ – to view the first few Rows
9. Go back to “Z_from folder.xlsx” & convert this data to smart table ctrl+T
10. Go to  Power Pivot  Add to the data model  Diagram View
11. Managers & Sales Rep are the same
12.  Pivot Table : (Now we have 2 tables in the Pivot)
13. Now copy 2017 data into main folder & Refresh

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