Import sales data from a CSV text file using Power Query, or use the Excel 2016 data tab so you can work with sales data in Excel.
- [Instructor] Ideally, you want to get data…straight from the source by connecting directly to…your sales database or your CRM.…But, sometimes your source may be simply a file…that someone gave you, or one that you downloaded.…I'm gonna switch over here to Windows Explorer…and show you a file.…This file here, Liquor Licenses.csv,…I downloaded from a research site.…It was a site similar to data.gov or the U.S. Census Bureau.…Now, the temptation here is to simply double-click the file…and start working on it, but the problem there is…the CSV file format doesn't support…a lot of things that Excel does.…
For example, let's say you opened this file,…you added a bunch of charts, and a bunch of other features…to the file, saved it.…This CSV file couldn't keep those features in there.…Instead, we're gonna connect to this CSV file…like we did our other data sources.…I'll go back to Excel, and I'll go to the Data tab.…I'll go to New Query, and I'll choose From File, From CSV.…Then I'll go to that chapter two folder,…and I'll pick the Liquor Licenses CSV file here.…
- Using, modifying, and sharing templates
- Importing data from a database
- Cleaning up data
- Refreshing queries
- Pasting data
- Sorting and filtering tables
- Using slicers
- Adding a dynamic commission calculation
- Using conditional formatting
- Working with PivotTables and PivotCharts
- Creating a leaderboard
- Create period, monthly, and yearly summaries
- Creating dashboards
Skill Level Intermediate
1. Getting Started with Templates
2. Importing Sales Data
3. Working with Tables
4. Analyzing Sales Data
5. Build Awesome Sales Solutions
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