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Excel Business Intelligence: Power Query

Add index and conditional columns with Power Query

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, going to show you two more types of column calculations in Power Query. The first is super simple. It's called an index column. So in the Add Column menu, you'll see it right here. Index column, all it does is it creates a list of sequential values that you can use to identify each unique row in a table. And you can determine whether you want that to start with a zero or a one. These are often used to create unique ids that can be used to form relationships between tables. So we've been hinting at that quite a bit. Trust me, we're going to talk a lot about it in the Data Modeling 101 section and these should look pretty familiar. We had id columns that were formatted just like this for each of the look-up tables that we've already loaded. So the customer look-up, the store look-up, the product look-up. And an index column calculation or tool is another way to create those just from scratch. The second tool I want to show you is an interesting one. It's a…

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Contents