Book Image

Data Modeling with Microsoft Excel

By : Bernard Obeng Boateng
5 (1)
Book Image

Data Modeling with Microsoft Excel

5 (1)
By: Bernard Obeng Boateng

Overview of this book

Microsoft Excel's BI solutions have evolved, offering users more flexibility and control over analyzing data directly in Excel. Features like PivotTables, Data Model, Power Query, and Power Pivot empower Excel users to efficiently get, transform, model, aggregate, and visualize data. Data Modeling with Microsoft Excel offers a practical way to demystify the use and application of these tools using real-world examples and simple illustrations. This book will introduce you to the world of data modeling in Excel, as well as definitions and best practices in data structuring for both normalized and denormalized data. The next set of chapters will take you through the useful features of Data Model and Power Pivot, helping you get to grips with the types of schemas (snowflake and star) and create relationships within multiple tables. You’ll also understand how to create powerful and flexible measures using DAX and Cube functions. By the end of this book, you’ll be able to apply the acquired knowledge in real-world scenarios and build an interactive dashboard that will help you make important decisions.
Table of Contents (16 chapters)
1
Part 1: Overview and Introduction to Data Modeling in Microsoft Excel
6
Part 2: Creating Insightful Calculations from your Data Model using DAX and Cube Functions
9
Part 3: Putting it all together with a Dashboard

Getting your data type right

When you create your query, one of the most important steps in the transformation process is to ensure that you have the correct data type for each column. At the top-left corner of each column, there is an icon that allows you to change the data type. The following data types are available:

Figure 3.8 – List of data types in Power Query

Figure 3.8 – List of data types in Power Query

Based on the settings in your Power Query, some data transformations are automatically done for some columns. When this happens, Power Query records this as a step in the Applied Steps list of the editor. An example of this is shown in the following figure:

Figure 3.9 – Automatic transformation using Changed Type

Figure 3.9 – Automatic transformation using Changed Type

In this example query, all our data types have been applied correctly apart from Birthdate. The correct format for the content of that column should be a date.

To do this, we do the following:

  1. Select the format icon on the column...