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Excel Business Intelligence: Power Query

Create a rolling calendar 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.


    • 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] Alright. Another pro tip coming at you. This one's creating a rolling calendar. So, one thing you might have noticed is in the last lecture, create a calendar, that was great. The thing is, we had a very concrete set of dates. We had two specific years worth of data. Which is fine if you're doing like a one time ad hock analysis, but what if you're revisiting this analysis or constantly adding new data? Things like running reports that happen on a monthly or quarterly or even weekly basis. And the last thing you want to do is have to constantly be updating your calendar table or loading up a calendar that goes way, way out into the future so you don't have to think about it. There's a more elegant way to deal with that and it's actually using a little custom bit of em code. Again, you can disregard this if it's not relevant to you, but if this is something that you do need, this is a really great solution. So I'm going to breeze through the five steps to do it. I'm…

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