Excel: Working Together with Power Query and Power Pivot

51mAdvanced2023-03-06

Authors

Joshua Rischin

Company Director of Axium Solutions

Course details

The Power Query and Power Pivot features in Microsoft Excel can make a powerful combination. Power Query enables you to discover, connect to, and import data, and Power Pivot lets you quickly model that data. In this concise course, Excel power user Joshua Rischin shows how to work seamlessly with Power Query and Power Pivot. Joshua walks step-by-step through using Power Query to select data, prepare a query, cleanse data, and prepare data for Power Pivot. Next, he walks through the Power Pivot workflow, showing how to create a data model, import additional data if needed, build relationships between data, and create calculations and measures. The final chapter provides three real-world scenarios for working together with Power Query and Power Pivot.

Topics include:
Preparing queries
Cleansing data with Power Query
Enhancing queries
Creating a data model in Power Pivot
Building relationships
Analyzing data with PivotTables and PivotCharts
Using Power Query with PowerPivot

Skills covered

Microsoft OfficeOffice 365SpreadsheetsMicrosoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Getting the most out of your data
02 - What you should know

1. Understanding Power Query and Power Pivot

03 - How Power Query and Power Pivot work together

2. Using Power Query

04 - Select your data
05 - Prepare your query
06 - Use a query to cleanse data
07 - Enhance your query
08 - Prepare data for Power Pivot

3. Using Power Pivot

09 - Create your data model
10 - Import additional data
11 - Build relationships
12 - Create lookups as new fields
13 - Analyze data using PivotTables
14 - Analyze data using PivotCharts

4. Using Power Query with Power Pivot

15 - Scenario 1 - Refresh source data
16 - Scenario 2 - Updating queries
17 - Scenario 3 - New reports
18 - Scenario 4 - New source data
19 - Scenario 5 - Finessing reports

Conclusion

20 - Next steps