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Excel Business Intelligence: Power Query

Group and aggregate data 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] Let's talk grouping and aggregating data. So within the Transform tab of the Query Editor, we'll see this tool called Group By. Now Group By allows you to aggregate or roll up your data at a different level than its current form. So a really common example of this is transforming something like daily data into weekly or monthly. Or maybe you've got really granular transaction level data, and you want to roll it up so that you have total transactions by store, or by product type, or product brand. Those are all examples of grouping or aggregating your data. Quick example here, I know it's a little bit tough to see, but let's say you've got data with multiple sales per product ID. You could use the Group By options in the Query Editor to group those product IDs together. And the operation that you'd evaluate for those groups of products IDs, is the sum of the quantity column. So in other words, we're transforming a daily transaction-level table, into a summary of quantity…

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