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Excel Business Intelligence: Power Query

Excel Power Query best practices

From the course: Excel Business Intelligence: Power Query

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  • Course details

    Microsoft Excel includes a powerful feature called Power Query—also known as Get & Transform or Get Data—which provides fast and powerful data gathering and cleansing capabilities. In this course—the first installment in the Excel Business Intelligence series—follow along with experienced Excel trainer Chris Dutton as he shows you the robust capabilities of Power Query. Chris kicks off the course by outlining the power Excel landscape and spelling out when to use business intelligence tools like Power Query, Power Pivot, and DAX. He then dives into Power Query, explaining how to leverage key query editing tools to connect and transform data. Learn about basic Power Query table transformations, text-specific query editing tools, how to merge and append queries, and more. Chris also shares best practices for working efficiently with Power Query.

    Instructor

    • Click here to view Chris Dutton’s instructor page

      Chris Dutton

      Founder & COO, Maven Analytics

      • Chris Dutton is a certified Microsoft Excel Expert and analytics consultant.Chris has nearly a decade of experience working with Fortune 500 companies across automotive, retail, insurance, and travel verticals. He has developed award-winning business intelligence and data visualization tools, which have been featured by Microsoft, the New York Times, and the Society of American Baseball Research (SABR). As founder of Excel Maven, Chris has helped thousands of students learn how to use Excel as a dynamic and powerful analytics tool, and has developed personalized training programs for individuals, private groups, and businesses across the country. He graduated summa cum laude and received the Charles Bluhdorn Prize in Economics at Tufts University.

    Skills covered in this course

  • Welcome

    - [Instructor] All right, so you've made it to the end of the Power Query section. Nicely done. I like to end each section with a set of best practices, which are, essentially, tips and tricks that I've learned along the way that I think are helpful for you to keep in mind as well. So Power Query best practice number one, we've talked about this before, give your queries clear and intuitive table names before loading the data. So define those tables immediately because updating them down the line can be a real headache, especially if you've referenced them in all sorts of calculated fields and measures. Second, just avoid using spaces in your table names. Otherwise you've got to surround them with those single quotes. Best practice number two, do as much shaping as possible at the source of the data. Now, this is kind of a new one. It's one that we haven't really talked about much because it's not quite as relevant when you're dealing with flat files like CSVs. But the point is…

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