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Merge data in Excel with Power Query

Background on Excel

Excel is used a lot for small to medium data exchange and manipulation tasks. While there are more robust or specialized tools available for many specific tasks, Excel is a tool which gets used because it's widely available and generally adaptable to many situations or purposes. This flexibility has benefits and drawbacks. While Excel can be used for a quick list or some data manipulation, failure to follow good data structuring and management principles in Excel can lead to data which are unweildy, difficult to maintain, and difficult to analyze. This exercise demonstrates how to merge data from several sheets using a stored Power Query to create data sets which are quickly updateable.

Summary of steps to complete

  • Create the merged Excel dataset by following along with the tutorial and adapting the steps to the included data file.
  • Turn in your completed Excel workbook.

Create the Excel dataset by following along with the tutorial

  • Use Power Query to marge data tables (9 min): https://www.youtube.com/watch?v=dse9h2W4ejw&list=PLG9A6ovzPqX4uTMILULzW_MASdnH8j_1z&index=10
  • I was able to find the original data file used in the tutorial. It is included in this repository and is called Region wise Sales Data.xlsx.
  • I originally included a different dataset with multiple sheets but it is not an exact match with the data used in the tutorial. If you want to challenge yourself, you could try the assignment with the fabricated data called MergePowerQueryData.xlsx.

Turn in your completed Excel dashboard

  • Submit the file in Canvas.

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