IT training excel power pivot and power query for dummies

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ExcelđPowerPivot&PowerQueryForDummiesđ Publishedby:JohnWiley&Sons,Inc.,111RiverStreet,Hoboken,NJ07030-5774, www.wiley.com Copyrightâ2016byJohnWiley&Sons,Inc.,Hoboken,NewJersey PublishedsimultaneouslyinCanada Nopartofthispublicationmaybereproduced,storedinaretrievalsystemor transmittedinanyformorbyanymeans,electronic,mechanical,photocopying, recording,scanningorotherwise,exceptaspermittedunderSections107or108ofthe 1976UnitedStatesCopyrightAct,withoutthepriorwrittenpermissionofthe Publisher RequeststothePublisherforpermissionshouldbeaddressedtothe PermissionsDepartment,JohnWiley&Sons,Inc.,111RiverStreet,Hoboken,NJ 07030,(201)748-6011,fax(201)748-6008,oronlineat http://www.wiley.com/go/permissions Trademarks:Wiley,ForDummies,theDummiesManlogo,Dummies.com,Making EverythingEasier,andrelatedtradedressaretrademarksorregisteredtrademarksof JohnWiley&Sons,Inc andmaynotbeusedwithoutwrittenpermission Excelisa registeredtrademarkofMicrosoftCorporation Allothertrademarksarethepropertyof theirrespectiveowners JohnWiley&Sons,Inc isnotassociatedwithanyproductor vendormentionedinthisbook LIMITOFLIABILITY/DISCLAIMEROFWARRANTY:THEPUBLISHER ANDTHEAUTHORMAKENOREPRESENTATIONSORWARRANTIES WITHRESPECTTOTHEACCURACYORCOMPLETENESSOFTHE CONTENTSOFTHISWORKANDSPECIFICALLYDISCLAIMALL WARRANTIES,INCLUDINGWITHOUTLIMITATIONWARRANTIESOF FITNESSFORAPARTICULARPURPOSE NOWARRANTYMAYBE CREATEDOREXTENDEDBYSALESORPROMOTIONALMATERIALS THEADVICEANDSTRATEGIESCONTAINEDHEREINMAYNOTBE SUITABLEFOREVERYSITUATION THISWORKISSOLDWITHTHE UNDERSTANDINGTHATTHEPUBLISHERISNOTENGAGEDIN RENDERINGLEGAL,ACCOUNTING,OROTHERPROFESSIONAL SERVICES IFPROFESSIONALASSISTANCEISREQUIRED,THE SERVICESOFACOMPETENTPROFESSIONALPERSONSHOULDBE SOUGHT NEITHERTHEPUBLISHERNORTHEAUTHORSHALLBE LIABLEFORDAMAGESARISINGHEREFROM THEFACTTHATAN ORGANIZATIONORWEBSITEISREFERREDTOINTHISWORKASA CITATIONAND/ORAPOTENTIALSOURCEOFFURTHER INFORMATIONDOESNOTMEANTHATTHEAUTHORORTHE PUBLISHERENDORSESTHEINFORMATIONTHEORGANIZATIONOR WEBSITEMAYPROVIDEORRECOMMENDATIONSITMAYMAKE FURTHER,READERSSHOULDBEAWARETHATINTERNETWEBSITES LISTEDINTHISWORKMAYHAVECHANGEDORDISAPPEARED BETWEENWHENTHISWORKWASWRITTENANDWHENITISREAD Forgeneralinformationonourotherproductsandservices,pleasecontactour CustomerCareDepartmentwithintheU.S at877-762-2974,outsidetheU.S at317572-3993,orfax317-572-4002 Fortechnicalsupport,pleasevisit www.wiley.com/techsupport Wileypublishesinavarietyofprintandelectronicformatsandbyprint-on-demand Somematerialincludedwithstandardprintversionsofthisbookmaynotbeincluded ine-booksorinprint-on-demand IfthisbookreferstomediasuchasaCDorDVD thatisnotincludedintheversionyoupurchased,youmaydownloadthismaterialat http://booksupport.wiley.com FormoreinformationaboutWileyproducts,visit www.wiley.com LibraryofCongressControlNumber:2016933854 ISBN978-1-119-21064-1(pbk);ISBN978-1-119-21066-5(ebk);ISBN978-1-11921065-8(ebk) Excel®PowerPivot&PowerQueryFor Dummies® Visit www.dummies.com/cheatsheet/excelpowerpivotpowerquery toviewthisbook’scheatsheet TableofContents Cover Introduction AboutThisBook FoolishAssumptions HowThisBookIsOrganized IconsUsedInThisBook BeyondtheBook WheretoGofromHere PartI:SuperchargedReportingwithPowerPivot Chapter1:ThinkingLikeaDatabase ExploringtheLimitsofExcelandHowDatabasesHelp GettingtoKnowDatabaseTerminology UnderstandingRelationships Chapter2:IntroducingPowerPivot UnderstandingthePowerPivotInternalDataModel ActivatingthePowerPivotAdd-In LinkingExcelTablestoPowerPivot Chapter3:ThePivotalPivotTable IntroducingthePivotTable DefiningtheFourAreasofaPivotTable CreatingYourFirstPivotTable CustomizingPivotTableReports UnderstandingSlicers CreatingaStandardSlicer GettingFancywithSlicerCustomizations ControllingMultiplePivotTableswithOneSlicer CreatingaTimelineSlicer Chapter4:UsingExternalDatawithPowerPivot LoadingDatafromRelationalDatabases LoadingDatafromFlatFiles LoadingDatafromOtherDataSources RefreshingandManagingExternalDataConnections Chapter5:WorkingDirectlywiththeInternalDataModel DirectlyFeedingtheInternalDataModel AddingaNewTabletotheInternalDataModel RemovingaTablefromtheInternalDataModel CreatingaNewPivotTableUsingtheInternalDataModel FillingtheInternalDataModelwithMultipleExternalDataTables Chapter6:AddingFormulastoPowerPivot EnhancingPowerPivotDatawithCalculatedColumns UtilizingDAXtoCreateCalculatedColumns UnderstandingCalculatedMeasures FreeYourDataWithCubeFunctions Chapter7:PublishingPowerPivottoSharePoint UnderstandingSharePoint UnderstandingExcelServicesforSharePoint PublishinganExcelWorkbooktoSharePoint PublishingtoaPowerPivotGallery PartII:WranglingDatawithPowerQuery Chapter8:IntroducingPowerQuery InstallingandActivatingaPowerQueryAdd-In PowerQueryBasics UnderstandingColumn-LevelActions UnderstandingTableActions Chapter9:PowerQueryConnectionTypes ImportingDatafromFiles ImportingDatafromDatabaseSystems ManagingDataSourceSettings Chapter10:TransformingYourWaytoBetterData CompletingCommonTransformationTasks CreatingCustomColumns GroupingandAggregatingData Chapter11:MakingQueriesWorkTogether ReusingQuerySteps UnderstandingtheAppendFeature UnderstandingtheMergeFeature Chapter12:ExtendingPowerQuerywithCustomFunctions CreatingandUsingaBasicCustomFunction CreatingaFunctiontoMergeDatafromMultipleExcelFiles CreatingParameterQueries PartIII:ThePartofTens Chapter13:TenWaystoImprovePowerPivotPerformance LimittheNumberofRowsandColumnsinYourDataModelTables UseViewsInsteadofTables AvoidMulti-LevelRelationships LettheBack-EndDatabaseServersDotheCrunching BewareofColumnswithNon-DistinctValues LimittheNumberofSlicersinaReport CreateSlicersOnlyonDimensionFields DisabletheCross-FilterBehaviorforCertainSlicers UseCalculatedMeasuresInsteadofCalculatedColumns Upgradeto64-BitExcel Chapter14:TenTipsforWorkingwithPowerQuery GettingQuickInformationfromtheWorkbookQueriesPane OrganizingQueriesinGroups SelectingColumnsinQueriesFaster RenamingQuerySteps QuicklyCreatingReferenceTables CopyingQueriestoSaveTime SettingaDefaultLoadBehavior PreventingAutomaticDataTypeChanges DisablingPrivacySettingstoImprovePerformance DisablingRelationshipDetection AbouttheAuthor CheatSheet AdvertisementPage ConnectwithDummies EndUserLicenseAgreement Introduction Overthepastfewyears,theconceptofself-servicebusinessintelligence(BI)hastaken overthecorporateworld Self-serviceBIisaformofbusinessintelligenceinwhich enduserscanindependentlygeneratetheirownreports,runtheirownqueries,and conducttheirownanalyses,withouttheneedtoengagetheITdepartment Thedemandforself-serviceBIisadirectresultofseveralfactors: Morepowerusers:Organizationsarerealizingthatnosingleenterprisereporting systemorBItoolcanaccommodatealloftheirusers Predefinedreportsandhighleveldashboardsmaybesufficientforcasualusers,butalargeportionoftoday’s usersaresavvyenoughtobeconsideredpowerusers Powerusershaveagreater understandingofdataanalysisandprefertoperformtheirownanalysis,often withinExcel Changinganalyticalneeds:Inthepast,businessintelligenceprimarilyconsisted ofIT-manageddashboardsshowinghistoricdataonanagreed-uponsetofkey performancemetrics Managersnowdemandmoredynamicpredictiveanalysis,the abilitytoperformdatadiscoveryiteratively,andthefreedomtotakethehardleft andrightturnsondatapresentation ThesemanagersoftenturntoExceltoprovide theneededanalyticsandvisualizationtools SpeedofBI:UsersareincreasinglydissatisfiedwiththeinabilityofITtoquickly delivernewreportingandmetrics MosttraditionalBIimplementationsfail specificallybecausetheneedforchangesandanswerstonewquestions overwhelminglyoutpacestheITdepartment’sabilitytodeliverthem Asaresult, usersoftenfindwaystoworkaroundtheperceivedITbottleneckandultimately buildtheirownshadowBI(undertheradar)solutionsinExcel Recognizingtheimportanceoftheself-serviceBIrevolutionandtheroleExcelplays init,MicrosofthasmadesubstantialinvestmentsinmakingExcelthecornerstoneofits self-serviceBIoffering TheseinvestmentshaveappearedstartingwithExcel2007 Hereareafewofnote:theabilitytohandleoveramillionrows,tighterintegrationto SQLServer,pivottableslicers,andnotleastofall,theintroductionofthePowerPivot andPowerQueryadd-ins WiththereleaseofExcel2016,MicrosofthasaggressivelymovedtomakeExcela playerintheself-serviceBIarenabyembeddingbothPowerPivotandPowerQuery directlyintoExcel Forthefirsttime,ExcelisanintegralpartoftheMicrosoftBIstack Youcanintegrate multipledatasources,definerelationshipsbetweendatasources,processanalysis servicescubes,anddevelopinteractivedashboardsthatcanbesharedontheweb Indeed,thenewMicrosoftBItoolsblurthelinebetweenExcelanalysisandwhatis traditionallyITenterprise-leveldatamanagementandreportingcapabilities WiththesenewtoolsintheExcelwheelhouse,it’sbecomingimportantforbusiness analyststoexpandtheirskillsetstonewterritory,includingdatabasemanagement, querydesign,dataintegration,multidimensionalreporting,andahostofotherskills Excelanalystshavetoexpandtheirskillsetknowledgebasefromtheone-dimensional spreadsheetstorelationaldatabases,dataintegration,andmultidimensionalreporting, That’swherethisbookcomesin Here,you’reintroducedtothemysteriousworldof PowerPivotandPowerQuery Youfindouthowtoleveragetherichsetoftoolsand reportingcapabilitiestosavetime,automatedataclean-up,andsubstantiallyenhance yourdataanalysisandreportingcapabilities AboutThisBook Thegoalofthisbookistogiveyouasolidoverviewoftheself-serviceBIfunctionality offeredbyPowerPivotandPowerQuery Eachchapterguidesyouthroughpractical techniquesthatenableyouto ExtractdatafromdatabasesandexternalfilesforuseinExcelreporting Scrapeandimportdatafromtheweb Buildautomatedprocessestocleanandtransformdata Easilyslicedataintovariousviewsonthefly,gainingvisibilityfromdifferent perspectives Analyzelargeamountsofdataandreporttheminameaningfulway Createpowerful,interactivereportingmechanismsanddashboards AbouttheAuthor MichaelAlexanderisaMicrosoftCertifiedApplicationDeveloper(MCAD)withover 15yearsexperienceinconsultinganddevelopingofficesolutions Heistheauthorof overadozenbooksonbusinessanalysisusingMicrosoftExcelandAccess Hehas beennamedMicrosoftExcelMVPforhiscontributionstotheExcelcommunity Visit MichaelatDataPigTechnologies.com,whereheoffersfreeExcelandAccesstraining Dedication Tomyfamily Author'sAcknowledgments MydeepestthanksgototheprofessionalsatJohnWiley&Sonsforallthehoursof workputintobringingthisbooktolife ThanksalsotoMikeTalleyforsuggesting numerousimprovementstotheexamplesandtextinthisbook Finally,aspecialthankyougoesouttoMary,forputtingupwithallthetimeIspentlockedawayonthis project Publisher’sAcknowledgments AcquisitionsEditor:KatieMohr ProjectEditor:KimDarosett TechnicalEditor:MikeTalley EditorialAssistant:MattLowe Sr EditorialAssistant:CherieCase ProductionEditor:AntonySami FrontCoverImage:©hywards/Shutterstock Toaccessthecheatsheetspecificallyforthisbook,goto www.dummies.com/cheatsheet/excelpowerpivotpowerquery Findout“HOW”atDummies.com TakeDummieswithyoueverywhereyougo! GotoourWebsite LikeusonFacebook FollowusonTwitter WatchusonYouTube JoinusonLinkedIn PinusonPinterest Circleusongoogle+ Subscribetoournewsletter CreateyourownDummiesbookcover ShopOnline WILEYENDUSERLICENSE AGREEMENT Gotowww.wiley.com/go/eulatoaccessWiley’sebookEULA ... ISBN978-1-119-21064-1(pbk);ISBN978-1-119-21066-5(ebk);ISBN978-1-11921065-8(ebk) Excel Power Pivot & Power Query For Dummies Visit www .dummies. com/cheatsheet/excelpowerpivotpowerquery toviewthisbook’scheatsheet TableofContents... Chapter2:Introducing Power Pivot Understandingthe Power Pivot InternalDataModel Activatingthe Power Pivot Add-In Linking Excel Tablesto Power Pivot Chapter3:ThePivotal Pivot Table Introducingthe Pivot Table... Publishingan Excel WorkbooktoSharePoint Publishingtoa Power Pivot Gallery PartII:WranglingDatawith Power Query Chapter8:Introducing Power Query Installing and Activatinga Power Query Add-In Power Query Basics
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