Power Query and Power Pivot in Excel

Outline: Outline
Training Material:
Amway Training Instructor Demo:
(Will remove after 13/May/2023)

DayModulesSharing
1
  • Exploring the Limits of Excel and How Databases Help
  • Getting to Know Database Terminology
  • Understanding Relationships
  • Understanding the Power Pivot Internal Data Model
  • Linking Excel Tables to Power Pivot
  • Introducing the Pivot Table
  • Defining the Four Areas of a Pivot Table
  • Creating Your First Pivot Table
  • Customizing Pivot Table Reports
  • Understanding Slicers
  • Creating a Standard Slicer
  • Getting Fancy with Slicer Customizations
  • Controlling Multiple Pivot Tables with One Slicer
  • Creating a Timeline Slicer
  • Loading Data from Relational Databases
  • Loading Data from Flat Files
  • Loading Data from Other Data Sources
  • Refreshing and Managing External Data Connections
  • Directly Feeding the Internal Data Model
  • Managing Relationships in the Internal Data Model
  • Managing Queries and Connections
  • Creating a New Pivot Table Using the Internal Data Model
  • Filling the Internal Data Model with Multiple External Data Tables
Slides: Demo Materials:
2
  • Enhancing Power Pivot Data with Calculated Columns
  • Utilizing DAX to Create Calculated Columns
  • Understanding Calculated Measures
  • Free Your Data with Cube Functions
  • DAX Language Fundamentals
  • Understanding Filter Context
  • Power Query Basics
  • Understanding Column-Level Actions
  • Understanding Table Actions
  • Importing Data from Files
  • Importing Data from Database Systems
  • Managing Data Source Settings
  • Data Profiling with Power Query
Slides: Demo Materials:
3
  • Completing Common Transformation Tasks
  • Creating Custom Columns
  • Grouping and Aggregating Data
  • Working with Custom Data Types
  • Reusing Query Steps
  • Understanding the Append Feature
  • Understanding the Merge Feature
  • Understanding Fuzzy Match
  • Creating and Using a Basic Custom Function
  • Creating a Function to Merge Data from Multiple Excel Files
  • Creating Parameter Queries
  • Limit the Number of Rows and Columns in Your Data Model Tables
  • Use Views Instead of Tables
  • Avoid Multi-Level Relationships
  • Let the Back-End Database Servers Do the Crunching
  • Beware of Columns with Many Unique Values
  • Limit the Number of Slicers in a Report
  • Create Slicers Only on Dimension Fields
  • Disable the Cross-Filter Behavior for Certain Slicers
  • Use Calculated Measures Instead of Calculated Columns
  • Upgrade to 64-Bit Excel
  • Getting Quick Information from the Queries & Connections Pane
  • Organizing Queries in Groups
  • Selecting Columns in Queries Faster
  • Renaming Query Steps
  • Quickly Creating Reference Tables
  • Viewing Query Dependencies
  • Setting a Default Load Behavior
  • Preventing Automatic Data Type Changes
  • Disabling Privacy Settings to Improve Performance
  • Disabling Relationship Detection
Slides: Demo Materials: Useful Links:

Recommanded Books
TitleExcel Power Pivot and Power Query for dummies
ISBN978-1-119-84448-8
AuthorMichael Alexander
Year2022
Publisher For Dummies; 2nd edition
TitlePro Data Mashup for Power BI: Powering Up with Power Query and the M Language to Find, Load, and Transform Data
ISBN978-1-484-28577-0
AuthorAdam Asprin
Year2022
Publisher Apress
TitlePower BI Data Modeling: Build Interactive Visualizations, Learn DAX, Power Query, and Develop BI Models (English Edition)
ISBN978-9-389-32883-7
AuthorNisal Mihiranga
Year2022
Publisher BPB Publications
TitlePower Query Cookbook: Use effective and powerful queries in Power BI Desktop and Dataflows to prepare and transform your data
ISBN978-1-800-56948-5
AuthorAndrea Janicijevic
Year2021
Publisher Packt Publishing
TitlePower Pivot and Power BI. The Excel User’s Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016
ISBN978-1-615-47039-6
AuthorRob Collie, Avichal Singh
Year2021
Publisher Holy Macro
TitleLearn Power Query: A low-code approach to connect and transform data from multiple sources for Power BI and Excel
ISBN978-1-839-21971-9
AuthorLinda Foulkes, Warren Sparrow
Year2020
Publisher Packt Publishing
TitleData Mashup with Microsoft Excel Using Power Query and M: Finding, Transforming, and Loading Data from External Sources
ISBN978-1-484-26017-3
AuthorAdam Aspin
Year2020
Publisher Apress
TitleMaster Your Data with Power Query in Excel and Power BI
ISBN978-1-615-47358-8
AuthorKen Puls;Miguel Escobar
Year2019
Publisher Holy Macro! Books
TitleCleaning Excel Data With Power Query Straight to the Point
ISBN978-1-615-47149-2
Author Du Soleil, Oz
Year2019
Publisher Independent Publishers Group
TitleCollect, Transform and Combine Data using Power BI and Power Query in Excel
ISBN978-1-509-30795-1
AuthorGil Raviv
Year2018
Publisher Microsoft Press
TitlePowerPivot for advanced reporting and dashboards
ISBN978-1-849-69868-9
AuthorBosco, Robert J
Year2014
Publisher Packt Publishing
TitlePowerPivot Alchemy: Patterns and Techniques for Excel
ISBN978-1-615-47021-1
AuthorJelen B., Collie R.
Year2014
Publisher Holy Macro! Books
TitleDashboarding and Reporting with Power Pivot and Excel: How to Design and Create a Financial Dashboard with PowerPivot – End to End
ISBN978-1-615-47027-3
AuthorJonge, Kasper de
Year2014
Publisher Holy Macro! Books
TitleUsing Microsoft Excel 365, Stocks Data Type, Power Query, Pivot Charts, REST Web Services, And JSON To Web Scrape Market, Financial and Economic Data
ISBNB0893X5HXR
AuthorLee, John
Year2020
Publisher