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LinkedIn Learning

Excel: Working Together with Power Query and Power Pivot

via LinkedIn Learning

Overview

Learn how to combine Power Query and Power Pivot, two robust features of Microsoft Excel, to analyze data.

The Power Query and Power Pivot features in Microsoft Excel can make a powerful combination. Power Query enables you to discover, connect to, and import data, and Power Pivot lets you quickly model that data. In this concise course, Excel power user Joshua Rischin shows how to work seamlessly with Power Query and Power Pivot. Joshua walks step-by-step through using Power Query to select data, prepare a query, cleanse data, and prepare data for Power Pivot. Next, he walks through the Power Pivot workflow, showing how to create a data model, import additional data if needed, build relationships between data, and create calculations and measures. The final chapter provides three real-world scenarios for working together with Power Query and Power Pivot.

Syllabus

Introduction
  • Getting the most out of your data
  • What you should know
1. Understanding Power Query and Power Pivot
  • How Power Query and Power Pivot work together
2. Using Power Query
  • Select your data
  • Prepare your query
  • Use a query to cleanse data
  • Enhance your query
  • Prepare data for Power Pivot
3. Using Power Pivot
  • Create your data model
  • Import additional data
  • Build relationships
  • Create lookups as new fields
  • Analyze data using PivotTables
  • Analyze data using PivotCharts
4. Using Power Query with Power Pivot
  • Scenario 1: Refresh source data
  • Scenario 2: Updating queries
  • Scenario 3: New reports
Conclusion
  • Next steps

Taught by

Joshua Rischin

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