Shawn Dorward, MVP. Getting Started with Power Query

Transcription

1 Shawn Dorward, MVP Getting Started with Power Query

2 Meet our Presenter InterDyn Artis specializes in the implementation, service and support of Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions. Headquartered in Charlotte, NC Founded in 1989 Microsoft MVP, Business Solutions GPUG All-Star Excel Geek ERP Evangelist 20+ Years with Dynamics GP Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead LinkedIn: Microsoft Gold Certified Partner Personal Blog: Company Blog:

3 Our Agenda Introduction Overview Examples Put it to work!

4 Introduction What is Power Query? Who can use Power Query? How can I use Power Query?

5 What is Power Query? Power Query is a data extraction and transformation engine. Prepares Data for Data Model Retrieve/Get Combine Scrub/Clean/Transform

6 How can I use Power Query? Do you use a data source for analytics/bi? Do you combine multiple data sources Lots in, simple out Do you use macros to fix data files? Do you use VBA to fix data files? Pull from single or multiple data sources, change the data, prepare for data modeling all at once!

7 Overview How to get to it? What can it do to my data? Power Query =Get & Transform

8 Introduction Excel 2016 Included Natively <2016, Install Add In Power Query = Get & Transform Query Editor is part of Power Query

9 How to add it? (If you don t have it) Supported Operating System Windows 10, Windows 7, Windows 8, Windows Server 2008 R2, Windows Server 2012 Windows Server 2008 R2 Windows Server 2012 Windows 7 Windows 8 Windows The following Office versions are supported: Microsoft Office 2010 Professional Plus with Software Assurance Microsoft Office 2013: Power Query Premium: All Power Query features available for: Professional Plus, Office 365 ProPlus or Excel 2013 Standalone Power Query Public: Available for all other Office 2013 Desktop SKUs. Includes all Power Query features, except the following ones: Corporate Power BI Data Catalog, Azure-based data sources, Active Directory, HDFS, SharePoint Lists, Oracle, DB2, MySQL, PostgreSQL, Sybase, Teradata, Exchange, Dynamics CRM, SAP BusinessObjects, Salesforce.

10 Do you work with data that has been exported from a system of record? This could be a general ledger, accounting, ERP, CRM, Salesforce.com, or any reporting system that contains data. If so, you probably spend a lot of time transforming or re-shaping your data to create additional reports, pivot tables, or charts.

11 Excel AND Power BI

12 Connection Types

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14 From Files

15 Databases

16 Azure

17 Online Services

18 Other Sources

19 Data changes = Saved Steps Replace repetitive work with saved steps Automatically use updated files and process previously saved steps

20 Examples of Data Changes Remove columns, rows, blanks Convert data types text, numbers, dates Split or merge columns Sort & filter columns Add calculated columns Aggregate or summarize data Find & replace text Unpivot data to use for pivot tables

21 Append (Combine) Tables with Power Query Append Tables/Files Stack Vertically Think One file per month?

22 Merge Data VLookup Replacement Let s say you have this data table of sales records, and you are using a VLOOKUP to bring in information about the product based on the name of the product sold. Your product group information is located in another table on a different sheet or workbook. Using VLOOKUP formulas is great, but it can often mean adding thousands of formulas to your workbook. Which increases the file size and calculation time. Power Query makes it very fast and easy to merge two tables together with just a few clicks. It basically uses SQL joins, so you can even do more advanced merges like inner, outer, left, right, full, and anti joins.

23 Unpivot Data Power Query s Unpivot Button Fortunately, Power Query has an Unpivot Button that makes it really fast and easy to unpivot in Excel. Unpivot Columns Button on the Power Query Editor Ribbon It s basically a 3-step process: Load your data into Power Query (create a query) Unpivot the selected columns to normalize the data. Output the results to a new worksheet in Excel. The Unpivot Columns button is located on the Transform tab of the Power Query Editor window.

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26 Let s give it a shot! We have three files generated monthly Automatically Combine them Clean Data Up Build Reports

27 Import into Power Query (Get & Transform) Browse Locate Folder

28 Enter Query Editor

29 Rename Query All_Sales_Tables

30 Filter out files Use Extension type Case sensitive, be careful! Convert to consistent case

31 Make a Mistake? You can edit steps

32 OR Transform

33 View Formulas

34 List of Steps!

35 Just TXT Files

36 Combine Files

37 Take Note

38 For fun Look at the steps created

39 Did Source Move?

40 Time to use the data in a table

41 Tons of Data!

42 Transform Data

43 Reopen Query Editor

44 Split that data!

45 Intuitive Guess

46 BAM! Two Columns & New Step!

47 Rename & Reload

48 Let s Replace Product ID with Prod Name? Vlookup? NO WAY JOSE! Let s merge!!! Add new dataset to workbook.

49 Load data into Query Editor

50 Close and Load to When loading data in Power Query to use in OTHER queries, only create the connection.

51 Let s Merge the two Right Click, Edit Query

52 MERGE BABY MERGE

53 Format New Data

54 Rename, Then Close and Load Remove Product ID (NO N/A)

55 Build Pivot Tables

56 Add New Data, Magic Time!!!

57 REFRESH!!!

58 Gain insight on how to get the most out of your Microsoft Dynamics software investment. Thursday, April 26, 2018 The Ritz Carlton, Charlotte Questions? 20 concurrent sessions with insight on how to become more efficient within your solution 30 sponsors with added functionality to improve current processes 200 attendees to connect, network and share best practices with Use Vision10 to save 10%

59 Meet our Presenter InterDyn Artis specializes in the implementation, service and support of Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions. Headquartered in Charlotte, NC Founded in 1989 Microsoft MVP, Business Solutions GPUG All-Star Excel Geek ERP Evangelist 20+ Years with Dynamics GP Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead LinkedIn: Microsoft Gold Certified Partner Personal Blog: Company Blog: