) Look at Data Import Files and the different objects that are in an Excel File
3
) Import Excel Files From Folder
4
) Look at Excel File in Power Query Editor
5
) Transform extensions to all lowercase
6
) Filter to include only Excel Files in import process
7
) Extract Excel File Name to create New Column for City. Split By Delimiter.
8
) Power Query Options: Don’t Change Data Type
9
) Rename Column and Remove unwanted columns
10
) Add Custom Column with Excel.Workbook Function (M Code Function). Explanation of what functions extracts from the Excel Files.
11
) Filter Out Excel Objects that do not meet Criteria = Sheet
12
) Filter out names that Do Not Begin With Sheet. Extract Worksheet Name to create New Column for SalesRep.
13
) Final Append to get all Excel Worksheet that contain Proper Data Sets with a proper SalesRep Name.
14
) Apply correct Data Types
15
) Load to Excel Sheet
16
) Change Default PivotTable Layout & Options
17
) Build PivotTable Report
18
) Definition of a PivotTable
19
) Add New Excel Workbook Files to the Folder & Refresh the Query and PivotTable
20
) Edit Query when Folder Path Changes
21
) Summary
Description:
Learn how to import data from multiple Excel workbook files and combine them into a single proper data set using Power Query. Master techniques for transforming file extensions, filtering Excel files, extracting file names to create new columns, using custom functions, and appending worksheets. Apply correct data types, load data to Excel sheets, and create pivot tables. Discover how to refresh queries when adding new files or changing folder paths. Gain practical skills in data manipulation and analysis through hands-on examples and comprehensive explanations of Power Query features.
Power Query - Import Multiple Excel Files and Combine into Proper Data Set