PowerQueryGet&TransformdatainMicrosoftExcel

DoryOwenOct18,2016

DoryOwendoryowen@gmail.com

• Independentconsultant• VisualBasicforApplications,Office,SQLServer,MySQL• When“NoIT”Or“LowIT”peopleneedagilesolutions• Followthe“copy&paste”tofindtargetsforautomation• Word:Policereports,insurancequotes• Access:Airportoperationsdata,JobCentertrainingschedule,meals-on-wheelsforseniorcenter• Excel:Salesforecast,configure/price/quote,self-serviceBI

WhatisMicrosoftPowerQuery?

• Microsoftsays:“anewadd-inthatprovidesaseamlessexperiencefordata• discovery,• transformationand• enrichmentfor

• InformationWorkers,• BIprofessionals• andotherExcelusers.”

Huh?

From:PowerPivotPro.com- RobCollie

1st:GetData• Exceltable• awebpage• Oracle,SQLServer,MySQL• Salesforce,SAP,Hadoop,ADS• Textfilecontainingabiguglymainframereport• JSON,XML,CSV,Accessdb

2nd:TransformData

Excel2010-13• Freedownload• Add-InappearsasatabontheExcelribbon

Excel2016hasPowerQuerybuilt-in

• OnDATAmenu,lookfortheGet&Transform group• Click“NewQuery”togetstarted…

Example:Textfilewithheaders,groupings

Example:Budgetvs.ActualMerged

• FromMynda Treacy’s blogathttp://www.myonlinetraininghub.com/category/power-query• Samples,tutorials,videos

Month Category Product BudgetSales1/1/2015 Beverages AppleJuice $1,724.981/1/2015 Seafood AtlanticSalmon $385.001/1/2015 Seafood BananaPrawns $1,503.901/1/2015 Grains/Cereals Barley $3,116.591/1/2015 DairyProducts Brie $285.181/1/2015 Produce Brocollini $349.201/1/2015 Seafood Calamari $1,300.261/1/2015 DairyProducts Camembert $3,229.40

Month Category Product ActualSales1/1/2015Beverages EnglishBreakfast 25127.361/1/2015DairyProducts Gouda 9116.81/1/2015Grains/Cereals Gnocchi 6931.21/1/2015Meat/Poultry PorkChops 5710.081/1/2015Meat/Poultry RumpSteak 5702.41/1/2015Meat/Poultry ChickenBreast 5154.851/1/2015Confections M&M's 5079.6

Creatingaconnectiononly

• Doesnotloadthedatatosheet• Mergeorappendtoanotherquery

Example:Nat’lWeatherServicewebsite

• http://w1.weather.gov/data/obhistory/KMSN.html• Madisonairport• Hourlyweatherdata• Past36hours

Example:WisconsinBreedingBirdAtlas

Datacollectedbyvolunteersaroundthestate5yearsofdatabeingcollected(2015-2019)Reports:http://ebird.org/ebird/atlaswi/subnational2/US-WI-025?atlasPeriod=EBIRD_ATL_WI_2015“025”=DaneCounty

Whatbirdshaven’tbeenconfirmedinwhichcountiesyet?…onlythecountiesI’mlikelytosurvey?

ADDITIONALPOWERQUERYRESOURCES

ChrisWebbs Bloghttps://cwebbbi.wordpress.com/category/power-query

KenPuls Blogwww.excelguru.ca/blog

PowerQueryMFormulaReferencehttps://msdn.microsoft.com/en-us/library/mt211003.aspx

Hands-onPowerQueryWorkshopSaturday,November5,20169:30AMto12:30PMMadisonPublicLibrary

www.meetup.com/codecinella-madison