Oz du Soleil shows you how to import data from Excel files that are in a dedicated folder using Get & Transform in Excel 2016.
- [Instructor] Get & Transform uses queries as its source. So, if we're going to use Get & Transform, we have to start a query. And in this video, we're going to see how to start by importing data from a folder. Here I'm on my desktop, and I have a folder with survey results from a Magicians Conference. So open it up. There are three files in it, and they all do look the same. Let's open one.
There's a lot to clean up here. We've got empty columns, empty rows. It would be best if we could import all of those files, and clean em up all at once. So I'm going to show you how to get that data in and compile. So close this out. And we're going to open a brand new Excel workbook. Get rid of these gridlines. Okay, to import this data, we're going to Data.
New Query > From File > From Folder. Navigate to the folder. Desktop. Surveys. OK. OK. Look at that. Those are all three files. So we're going to hit Combine & Edit. And it's offering an option to preview.
Let's select Sheet1. Yup, there's all of our data, click OK. Check that out. Now let's see if it has all three files in it. Select this button here. Yes, all three files are here. Cancel that. We're not going to do the cleansing, the point here is to show you that we do have all of the data and it is all stacked up, ready for us to clean.
So I'm going to close and load this as a connection only to show you one more thing. Close, Load. Only Create Connection, Load. Oftentimes in real life we have situations like this: We've got three files, and we've been waiting for two other people to send us their files. Want to minimize this, and guess what? Here are those other two files, finally! Let's drag these into the folder.
Close the folder. Go back to our workbook. Go back to the query. Edit the query. I'm going to Refresh Preview. Let's look. Oh, there are all five of our files. Beautiful. Back in the old days, before Get & Transform, doing this type of work in native Excel involved a lot of copy paste, writing VBA code, it was painful, and tedious, and error-prone.
But with Get & Transform, yes, you can import data from multiple files in a dedicated folder.
- What is Get & Transform?
- Querying data
- Working with columns
- Using formulas
- Pivoting and unpivoting data
- Grouping data
- Appending a query
- Merging/combining data with joins