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E-raamat: Excel Power Pivot & Power Query For Dummies

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  • Formaat: PDF+DRM
  • Ilmumisaeg: 20-Jan-2022
  • Kirjastus: For Dummies
  • Keel: eng
  • ISBN-13: 9781119844495
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  • Formaat: PDF+DRM
  • Ilmumisaeg: 20-Jan-2022
  • Kirjastus: For Dummies
  • Keel: eng
  • ISBN-13: 9781119844495
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Learn to crunch huge amounts of data with PowerPivot and Power Query

Do you have a ton of data you need to make sense of? Microsoft’s Excel program can handle amazingly large data sets, but you’ll need to get familiar with PowerPivot and Power Query to get started.

And that’s where Dummies comes in. With step-by-step instructions—accompanied by ample screenshots—Excel PowerPivot & Power Query For Dummies will teach you how to save time, simplify your processes, and enhance your data analysis and reporting. Use Power Query to discover, connect to, and import your organization’s data. Then use PowerPivot to model it in Excel. You’ll also learn to:

  • Make use of databases to store large amounts of data
  • Use custom functions to extend and enhance Power Query
  • Add the functionality of formulas to PowerPivot and publish data to SharePoint

If you’re expected to wrangle, interpret, and report on large amounts of data, Excel PowerPivot & Power Query For Dummies gives you the tools you need to get up to speed quickly.

Introduction 1(1)
About This Book 2(1)
Foolish Assumptions 3(1)
Icons Used in This Book 3(1)
Beyond the Book 4(1)
Where to Go from Here 4(1)
PART 1 SUPERCHARGED REPORTING WITH POWER PIVOT
5(136)
Chapter 1 Thinking Like a Database
1(16)
Exploring the Limits of Excel and How Databases Help
7(4)
Scalability
8(1)
Transparency of analytical processes
9(1)
Separation of data and presentation
10(1)
Getting to Know Database Terminology
11(2)
Databases
11(1)
Tables
11(1)
Records, fields, and values
12(1)
Queries
13(1)
Understanding Relationships
13(4)
Chapter 2 Introducing Power Pivot
17(12)
Understanding the Power Pivot Internal Data Model
18(2)
Linking Excel Tables to Power Pivot
20(9)
Preparing Excel tables
21(1)
Adding Excel Tables to the data model
22(2)
Creating relationships between Power Pivot tables
24(2)
Managing existing relationships
26(1)
Using the Power Pivot data model in reporting
27(2)
Chapter 3 The Pivotal Pivot Table
29(34)
Introducing the Pivot Table
30(1)
Defining the Four Areas of a Pivot Table
30(3)
Values area
30(1)
Row area
31(1)
Column area
31(1)
Filter area
32(1)
Creating Your First Pivot Table
33(7)
Changing and rearranging a pivot table
36(1)
Adding a report filter
37(1)
Keeping the pivot table fresh
38(2)
Customizing Pivot Table Reports
40(12)
Changing the pivot table layout
40(1)
Customizing field names
41(1)
Applying numeric formats to data fields
42(1)
Changing summary calculations
43(1)
Suppressing subtotals
44(3)
Showing and hiding data items
47(2)
Hiding or showing items without data
49(2)
Sorting the pivot table
51(1)
Understanding Slicers
52(2)
Creating a Standard Slicer
54(2)
Getting Fancy with Slicer Customizations
56(2)
Size and placement
56(1)
Data item columns
57(1)
Miscellaneous slicer settings
58(1)
Controlling Multiple Pivot Tables with One Slicer
58(1)
Creating a Timeline Slicer
59(4)
Chapter 4 Using External Data with Power Pivot
63(26)
Loading Data from Relational Databases
64(11)
Loading data from SQL Server
64(6)
Loading data from Microsoft Access databases
70(2)
Loading data from other relational database systems
72(3)
Loading Data from Flat Files
75(7)
Loading data from external Excel files
76(2)
Loading data from text files
78(3)
Loading data from the Clipboard
81(1)
Loading Data from Other Data Sources
82(1)
Refreshing and Managing External Data Connections
83(6)
Manually refreshing Power Pivot data
83(1)
Setting up automatic refreshing
84(1)
Preventing Refresh All
85(1)
Editing the data connection
86(3)
Chapter 5 Working Directly with the Internal Data Model
89(14)
Directly Feeding the Internal Data Model
89(6)
Managing Relationships in the Internal Data Model
95(1)
Managing Queries and Connections
96(1)
Creating a New Pivot Table Using the Internal Data Model
97(1)
Filling the Internal Data Model with Multiple External Data Tables
98(5)
Chapter 6 Adding Formulas to Power Pivot
103(18)
Enhancing Power Pivot Data with Calculated Columns
103(5)
Creating your first calculated column
104(1)
Formatting calculated columns
105(1)
Referencing calculated columns in other calculations
106(1)
Hiding calculated columns from end users
107(1)
Utilizing DAX to Create Calculated Columns
108(8)
Identifying DAX functions that are safe for calculated columns
108(2)
Building DAX-driven calculated columns
110(2)
Month sorting in Power Pivot-driven pivot tables
112(1)
Referencing fields from other tables
113(2)
Nesting functions
115(1)
Understanding Calculated Measures
116(3)
Creating a calculated measure
116(2)
Editing and deleting calculated measures
118(1)
Free Your Data with Cube Functions
119(2)
Chapter 7 Diving into DAX
121(20)
DAX Language Fundamentals
121(12)
Using DAX operators
125(1)
Applying conditional logic in DAX
126(2)
Working with DAX aggregate functions
128(1)
Exploring iterator functions and row context
129(4)
Understanding Filter Context
133(8)
Getting context transitions with the CALCULATE function
135(2)
Adding flexibility with the FILTER function
137(4)
PART 2 WRANGLING DATA WITH POWER QUERY
141(102)
Chapter 8 Introducing Power Query
143(16)
Power Query Basics
144(11)
Starting the query
144(6)
Understanding query steps
150(2)
Refreshing Power Query data
152(1)
Managing existing queries
153(2)
Understanding Column-Level Actions
155(2)
Understanding Table Actions
157(2)
Chapter 9 Power Query Connection Types
159(16)
Importing Data from Files
160(5)
Getting data from Excel workbooks
160(1)
Getting data from CSV and text files
161(2)
Getting data from PDF files
163(1)
Getting data from folders
164(1)
Importing Data from Database Systems
165(1)
A connection for every database type
165(5)
Getting data from other data systems
167(1)
Walk-through: Getting data from a database
168(2)
Managing Data Source Settings
170(1)
Data Profiling with Power Query
171(4)
Data Profiling options
172(1)
Data Profiling quick actions
173(2)
Chapter 10 Transforming Your Way to Better Data
175(32)
Completing Common Transformation Tasks
176(17)
Removing duplicate records
176(2)
Filling in blank fields
178(1)
Concatenating columns
179(2)
Changing case
181(1)
Finding and replacing specific text
181(2)
Trimming and cleaning text
183(1)
Extracting the left, right, and middle values
184(3)
Splitting columns using character markers
187(2)
Pivoting and unpivoting fields
189(4)
Creating Custom Columns
193(8)
Concatenating with a custom column
195(1)
Understanding data type conversions
196(1)
Spicing up custom columns with functions
197(2)
Adding conditional logic to custom columns
199(2)
Grouping and Aggregating Data
201(2)
Working with Custom Data Types
203(4)
Chapter 11 Making Queries Work Together
207(18)
Reusing Query Steps
208(3)
Understanding the Append Feature
211(5)
Creating the needed base queries
212(1)
Appending the data
213(3)
Understanding the Merge Feature
216(5)
Understanding Power Query joins
216(1)
Merging queries
217(4)
Understanding Fuzzy Match
221(4)
Chapter 12 Extending Power Query with Custom Functions
225(18)
Creating and Using a Basic Custom Function
225(4)
Creating a Function to Merge Data from Multiple Excel Files
229(7)
Creating Parameter Queries
236(7)
Preparing for a parameter query
236(2)
Creating the base query
238(1)
Creating the parameter query
239(4)
PART 3 THE PART OF TENS
243(20)
Chapter 13 Ten Ways to Improve Power Pivot Performance
245(8)
Limit the Number of Rows and Columns in Your Data Model Tables
246(1)
Use Views Instead of Tables
246(1)
Avoid Multi-Level Relationships
246(1)
Let the Back-End Database Servers Do the Crunching
247(1)
Beware of Columns with Many Unique Values
248(1)
Limit the Number of Slicers in a Report
248(1)
Create Slicers Only on Dimension Fields
249(1)
Disable the Cross-Filter Behavior for Certain Slicers
250(1)
Use Calculated Measures Instead of Calculated Columns
250(1)
Upgrade to 64-Bit Excel
251(2)
Chapter 14 Ten Tips for Working with Power Query
253(10)
Getting Quick Information from the Queries & Connections Pane
253(1)
Organizing Queries in Groups
254(1)
Selecting Columns in Queries Faster
255(1)
Renaming Query Steps
256(1)
Quickly Creating Reference Tables
257(1)
Viewing Query Dependencies
258(1)
Setting a Default Load Behavior
259(1)
Preventing Automatic Data Type Changes
259(2)
Disabling Privacy Settings to Improve Performance
261(1)
Disabling Relationship Detection
261(2)
Index 263
Michael Alexander is a senior consultant at Slalom Consulting with more than 15 years experience in data management and reporting. He is the author of more than a dozen books on business analysis using Microsoft Excel and has been named Microsoft Excel MVP for his contributions to the Excel community.