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

Merging and appending data using Power Query

In Power Query, there are two main methods to combine data: merging and appending. When you combine to add more rows, you are appending. This is typically in situations where the tables you are combining have the same columns. When you combine to add extra columns to an existing query, you are merging. This is typically in situations where the two tables have at least one common column. The following figures summarize the difference between the two:

Figure 3.23 – Appending queries

Figure 3.23 – Appending queries

Figure 3.24 – Merging queries

Figure 3.24 – Merging queries

With this understanding, let’s proceed and append our sales records into one query:

  1. Because our data is stored in a folder, this time round, we will select Folder when we go to New Source.
Figure 3.25 – Getting data from a folder

Figure 3.25 – Getting data from a folder

  1. Select the folder from where it has been saved on your computer. Remember...