From the course: Excel Business Intelligence: Power Query
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Excel Power Query best practices - Microsoft Excel Tutorial
From the course: Excel Business Intelligence: Power Query
Excel Power Query best practices
- [Instructor] All right, so you've made it to the end of the Power Query section. Nicely done. I like to end each section with a set of best practices, which are, essentially, tips and tricks that I've learned along the way that I think are helpful for you to keep in mind as well. So Power Query best practice number one, we've talked about this before, give your queries clear and intuitive table names before loading the data. So define those tables immediately because updating them down the line can be a real headache, especially if you've referenced them in all sorts of calculated fields and measures. Second, just avoid using spaces in your table names. Otherwise you've got to surround them with those single quotes. Best practice number two, do as much shaping as possible at the source of the data. Now, this is kind of a new one. It's one that we haven't really talked about much because it's not quite as relevant when you're dealing with flat files like CSVs. But the point is…
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Contents
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Power Query introduction27s
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Meet Power Query aka Get & Transform2m 40s
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The Query Editor3m 17s
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Options for loading data in Excel1m 40s
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Basic Power Query table transformations8m 6s
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Text-specific query editing tools10m 17s
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Number-specific query editing tools7m 41s
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Date-specific query editing tools7m 39s
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Create a rolling calendar with Power Query5m 2s
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Add index and conditional columns with Power Query7m 44s
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Group and aggregate data with Power Query7m 10s
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Modify Excel workbook queries4m 18s
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Merge queries7m 43s
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Append queries5m 49s
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Connect Excel to a folder of files9m 32s
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Excel Power Query best practices2m 42s
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Pivot and unpivot data with Power Query8m 52s
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