Shawn Dorward, MVP Getting Started with Power Query
Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead Shawn.Dorward@InterdynArtis.com Headquartered in Charlotte, NC Founded in 1989 Microsoft Gold Certified Partner Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Vision/Summit/Amplify/GPTech/Webinar Presenter! Podcast: http://mbspodcast.com Personal Blog: http://gplifehacks.com Company Blog: http://interdynartis.com/blog/ www.interdynartis.com
Headquartered in Charlotte, NC Founded in 1989 OUR COMPANY Microsoft Gold Certified Partner 97% Client Retention Rate InterDyn Artis specializes in the implementation, service and support of Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions. Worldwide InterDyn Alliance Member www.interdynartis.com (704) 846-6750
Our Agenda Introduction Overview Examples Put it to work!
Introduction What is Power Query? How can I use Power Query? Who can use Power Query?
What is Power Query? Power Query is a data extraction and transformation engine. Prepares Data for Data Model Retrieve/Get Combine Scrub/Clean/Transform
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!
Who can use Power Query?
Introduction Excel 2016 Included Natively <2016, Install Add In Power Query = Get & Transform Query Editor is part of Power Query
How to add it? (If you don t have it) Supported Operating System Windows 10 Windows Server 2008 R2 Windows Server 2012 Windows 7 Windows 8 Windows 8.1 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. https://www.microsoft.com/enus/download/details.aspx?id=39379 https://www.sumproduct.com/blog/article/ how-do-i-install-power-query
Excel AND Power BI
Process
Connect
From Files
Databases
Azure
Online Services
Other Sources
Transform
Data changes = Saved Steps Replace repetitive work with saved steps Automatically use updated files and process previously saved steps
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
Combine
Append (Combine) Tables with Power Query Append Tables/Files Stack Vertically Think One file per month?
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.
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.
Let s give it a shot! We have three files generated monthly (folder connection) Automatically Combine them Clean Data Up Build Reports
Import into Power Query (Get & Transform) Browse Locate Folder
Enter Query Editor
Rename Query All_Sales_Tables
Filter out files Use Extension type Case sensitive, be careful! Convert to consistent case
Make a Mistake? You can edit steps
OR Transform
View Formulas
List of Steps!
Just TXT Files
Combine Files
Take Note
For fun Look at the steps created
Did Source Move?
Time to use the data in a table
Tons of Data!
Transform Data
Reopen Query Editor
Split that data!
Intuitive Guess
BAM! Two Columns & New Step!
Rename & Reload
Let s Replace Product ID with Prod Name? Vlookup? NO WAY JOSE! Let s merge!!! Add new dataset to workbook.
Load data into Query Editor
Close and Load to When loading data in Power Query to use in OTHER queries, only create the connection.
Let s Merge the two Right Click, Edit Query
MERGE BABY MERGE
Format New Data
Rename, Then Close and Load Remove Product ID (NO N/A)
Add Column for Year
Add Column From Examples
Build Pivot Tables
Add New Data, Magic Time!!!
REFRESH!!!
Special Thanks!!!! https://www.youtube.com/user/excelisfun
Meet our Presenter Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead Shawn.Dorward@InterdynArtis.com Headquartered in Charlotte, NC Founded in 1989 Microsoft Gold Certified Partner Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Vision/Summit/Amplify/GPTech/Webinar Presenter! Podcast: http://mbspodcast.com Personal Blog: http://gplifehacks.com Company Blog: http://interdynartis.com/blog/ www.interdynartis.com