Book Image

Learn Power Query

By : Linda Foulkes, Warren Sparrow
Book Image

Learn Power Query

By: Linda Foulkes, Warren Sparrow

Overview of this book

<p>Power Query is a data connection technology that allows you to connect, combine, and refine data from multiple sources to meet your business analysis requirements. With this Power Query book, you’ll be empowered to work with a variety of data sources to create interactive reports and dashboards using Excel and Power BI. </p><p>You’ll start by learning how to access Power Query across different versions of Excel and install the Power BI engine. After you've explored Power Pivot, you’ll see why Excel users find it challenging to clean data in Power Pivot and learn how Power Query can help to tackle the problem. The book will show you how to transform data using the Query Editor and write functions in Power Query. A dedicated section will focus on functions such as IF, Index, and Modulo, and creating parameters to alter query paths in a table. You’ll also work with dashboards, get to grips with multi-dimensional reporting, and create automated reports. As you advance, you'll cover the M formula language in Power Query, delve into the basic M syntax, and write the M query language with the help of examples such as loading all library functions offline in Excel and Power BI. Finally, the book will demonstrate the difference between M and DAX and show how results are produced in M. </p><p>By the end of this book, you’ll be ready to create impressive dashboards and multi-dimensional reports in Power Query and turn data into valuable insights.</p>
Table of Contents (17 chapters)
Free Chapter
1
Section 1: Overview of Power Pivot and Power Query
6
Section 2: Power Query Data Transformations
11
Section 3: Learning M

Discovering the Load To… options

In this section, we will explore the options in the Load To… dialog box and learn about the different ways that data can be imported from Power Query back to an Excel workbook.

Let's first take a look at the default custom load settings in Excel.

Changing the default custom load settings

Standard load options are set in the Excel application. We can visit the Data tab in Excel 2019 to explore and change these default settings. The default settings are listed as follows, but can be changed by visiting the default options:

  • Single queries are loaded to a new workbook.
  • If you are loading multiple queries, they will load to the data model automatically.

Let's investigate where we can change these default load settings:

  1. In Excel 2019, click on the Data tab.
  2. If you are already in Power Query, select the File tab to access Options and settings, then select Query Options):
    Figure 3.45 – The Power Query Options and settings options

    Figure 3.45 – The...