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Linda Foulkes - Learn Power Query: A low-code approach to connect and transform data from multiple sources for Power BI and Excel

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Linda Foulkes Learn Power Query: A low-code approach to connect and transform data from multiple sources for Power BI and Excel
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Discover how you can combine data from various sources to create data models to suit your business requirements with the help of this clear and concise guide

Key Features
  • Understand how Power Query overcomes the shortcomings of Excel Power Pivot in handling complex data
  • Create customized dashboards and multi-dimensional reports using Power Query and Power BI
  • Learn the Power Query M language and write advanced queries using custom functions
Book Description

Power Query is a data connection technology that allows you to connect, combine, and refine data from multiple sources to meet your business analysis requirements. With this Power Query book, youll be empowered to work with a variety of data sources to create interactive reports and dashboards using Excel and Power BI.

Youll start by learning how to access Power Query across different versions of Excel and install the Power BI engine. After youve explored Power Pivot, youll see why Excel users find it challenging to clean data in Power Pivot and learn how Power Query can help to tackle the problem. The book will show you how to transform data using the Query Editor and write functions in Power Query. A dedicated section will focus on functions such as IF, Index, and Modulo, and creating parameters to alter query paths in a table. Youll also work with dashboards, get to grips with multi-dimensional reporting, and create automated reports. As you advance, youll cover the M formula language in Power Query, delve into the basic M syntax, and write the M query language with the help of examples such as loading all library functions offline in Excel and Power BI. Finally, the book will demonstrate the difference between M and DAX and show how results are produced in M.

By the end of this book, youll be ready to create impressive dashboards and multi-dimensional reports in Power Query and turn data into valuable insights.

What you will learn
  • Convert worksheet data into a table format ready for query output
  • Create a dynamic connection between an Access database and Excel workbook
  • Reshape tabular data by altering rows, columns, and tables using various Power Query tools
  • Create new columns automatically from filenames and sheet tabs, along with multiple Excel data files
  • Streamline and automate reports from multiple sources
  • Explore different customization options to get the most out of your dashboards
  • Understand the difference between the DAX language and Power Querys M language
Who this book is for

This Power Query book is for business analysts, data analysts, BI professionals, and Excel users looking to take their skills to the next level by learning how to collect, combine, and transform data into insights using Power Query. Working knowledge of Excel and experience in constructing and troubleshooting Excel formulas and functions is expected.

Table of Contents
  1. Installation and Setup
  2. Power Pivot Basics, Inadequacies, and Data Management
  3. Introduction to the Power Query Interface
  4. Connecting to Various Data Sources using Get and Transform
  5. Transforming Power Query Data
  6. Advanced Power Queries and Functions
  7. Automating Reports in Power Query
  8. Creating Dashboards with Power Query
  9. Working with M
  10. Examples of M Usage
  11. Creating a Basic Custom Function
  12. Differences between DAX and M

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Learn Power Query

A low-code approach to connect and transform data from multiple sources for Power BI and Excel

Linda Foulkes

Warren Sparrow

BIRMINGHAMMUMBAI

Learn Power Query

Copyright 2020 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor : Kunal Chaudhari

Acquisition Editor : Karan Gupta

Senior Editor : Nitee Shetty

Content Development Editor : Tiksha Lad

Technical Editor : Pradeep Sahu

Copy Editor : Safis Editing

Project Coordinator : Deeksha Thakkar

Proofreader : Safis Editing

Indexer : Manju Arasan

Production Designer : Nilesh Mohite

First published: July 2020

Production reference: 1160720

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-83921-971-9

www.packt.com

To my special person:

It has certainly been a challenging, but extremely rewarding, phase of my life authoring this book. I would like to thank my special person, Mick, for his inspiration, understanding, and pushing me to meet deadlines. You have contributed greatly to my life, and I appreciate you immensely. I love you.

To my co-author:

It is not often you find a co-author who will check all the boxes and turn up for a Zoom meeting at 6 a.m. in his tie. Warren, thank you for working alongside me, motivating me, and pouring your knowledge and expertise into this book, and also, for giving me a breather near the end to complete Learn Microsoft Office 2019 (which I wrote alongside Power Query). I have enjoyed our long chats, your humor, as well as having your support throughout the process. Congratulations on your first publication we did it!

-Linda Foulkes

This book is dedicated to Michelle, my wife, my best friend, and my love, and to my two beautiful daughters, Danica and Jordan.

-Warren Sparrow

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Contributors
About the authors

Linda Foulkes is a Microsoft Office Master Trainer, Certified Educator, and Microsoft Innovative Expert Educator and Trainer with an educational and corporate background spanning over 25 years. As well as being certified as an IT trainer, Linda represented South Africa at the Microsoft Global Forum in Redmond in 2015. She has certified and coached students to compete at the Microsoft Office Specialist Championships in Texas. She has also published Learn Microsoft Office 2019 through Packt. Linda has also presented at conferences and conducted webinars for SchoolNet SA, and hosted TeachMeets and MicrosoftMeets. She has a keen interest in e-learning and has developed e-learning paths and content for the Microsoft Office suite of programs.

Warren Sparrow is a Microsoft, Adobe, and National Geographic Certified Educator. He has been a Microsoft Innovative Expert Educator for the last 6 years, and a fellow in 2015. Warren is regularly invited to be a guest speaker at different global educational events, including the annual Microsoft conference on Office 365 in 2015. His core focus is long-term strategy, training, and technology implementation. He has provided training and development in both the education and corporate sectors. He also played an advisory role to the Western Cape Education Department (South Africa), giving assistance on the roll-out of hardware and software, as well as the training of educators and the implementation of technology in school classrooms.

Acknowledgements

Both Warren and I have enjoyed the process of writing this book immensely and would like to thank the Packt team for their dedication to this process. Without the support of a strong team toward the end of chapter writing, the review process, meeting deadlines, and the submission of final proofs would have been a near-impossible task to achieve. We would like to thank all those involved, but extend a sincere, special gratitude to Karan Gupta, Acquisition Editor, who devoted 100% of his time to the initial stages of the book and was always available for support throughout, to the Content Development Editor, Tiksha Lad, for her encouragement and professional contribution, and to Prajakta Naik, for checking that we were on course to meet deadlines and for offering support where needed. Last, but by no means least, we would like to thank our reviewer, Vishwanath Muzumdar, for being our critic and advising us accordingly in order to enable us to finish this great resource.

About the reviewer

Vishwanath Muzumdar has more than 8 years' experience in information technology consulting, business analysis, business development, and business process management in the business intelligence space.

He is an MS Power BI developer (champion) in the creation of powerful visual reporting for clients. His goal is to utilize his strong prioritization skills, analytical ability, team management skills, and expertise in the Microsoft Power BI reporting tool in order to achieve organizational objectives.

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