Michael Alexander - Excel Power Pivot & Power Query For Dummies

Microsoft® Excel® Power Pivot & Power Query For Dummies®, 2nd Edition

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Published simultaneously in Canada

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Library of Congress Control Number: 2022930084

ISBN 978-1-119-84448-8 (pbk); ISBN 978-1-119-84449-5 (ebk); ISBN 978-1-119-84450-1 (ebk)

1 Cover

2 Title Page

3 Copyright

4 Introduction About This Book Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here

5 Part 1: Supercharged Reporting with Power Pivot Chapter 1: Thinking Like a Database Exploring the Limits of Excel and How Databases Help Getting to Know Database Terminology Understanding Relationships Chapter 2: Introducing Power Pivot Understanding the Power Pivot Internal Data Model Linking Excel Tables to Power Pivot Chapter 3: The Pivotal Pivot Table Introducing the Pivot Table Defining the Four Areas of a Pivot Table Creating Your First Pivot Table Customizing Pivot Table Reports Understanding Slicers Creating a Standard Slicer Getting Fancy with Slicer Customizations Controlling Multiple Pivot Tables with One Slicer Creating a Timeline Slicer Chapter 4: Using External Data with Power Pivot Loading Data from Relational Databases Loading Data from Flat Files Loading Data from Other Data Sources Refreshing and Managing External Data Connections Chapter 5: Working Directly with the Internal Data Model Directly Feeding the Internal Data Model Managing Relationships in the Internal Data Model Managing Queries and Connections Creating a New Pivot Table Using the Internal Data Model Filling the Internal Data Model with Multiple External Data Tables Chapter 6: Adding Formulas to Power Pivot Enhancing Power Pivot Data with Calculated Columns Utilizing DAX to Create Calculated Columns Understanding Calculated Measures Free Your Data with Cube Functions Chapter 7: Diving into DAX DAX Language Fundamentals Understanding Filter Context

6 Part 2: Wrangling Data with Power Query Chapter 8: Introducing Power Query Power Query Basics Understanding Column-Level Actions Understanding Table Actions Chapter 9: Power Query Connection Types Importing Data from Files Importing Data from Database Systems Managing Data Source Settings Data Profiling with Power Query Chapter 10: Transforming Your Way to Better Data Completing Common Transformation Tasks Creating Custom Columns Grouping and Aggregating Data Working with Custom Data Types Chapter 11: Making Queries Work Together Reusing Query Steps Understanding the Append Feature Understanding the Merge Feature Understanding Fuzzy Match Chapter 12: Extending Power Query with Custom Functions Creating and Using a Basic Custom Function Creating a Function to Merge Data from Multiple Excel Files Creating Parameter Queries

7 Part 3: The Part of Tens Chapter 13: Ten Ways to Improve Power Pivot Performance Limit the Number of Rows and Columns in Your Data Model Tables Use Views Instead of Tables Avoid Multi-Level Relationships Let the Back-End Database Servers Do the Crunching Beware of Columns with Many Unique Values Limit the Number of Slicers in a Report Create Slicers Only on Dimension Fields Disable the Cross-Filter Behavior for Certain Slicers Use Calculated Measures Instead of Calculated Columns Upgrade to 64-Bit Excel Chapter 14: Ten Tips for Working with Power Query Getting Quick Information from the Queries & Connections Pane Organizing Queries in Groups Selecting Columns in Queries Faster Renaming Query Steps Quickly Creating Reference Tables Viewing Query Dependencies Setting a Default Load Behavior Preventing Automatic Data Type Changes Disabling Privacy Settings to Improve Performance Disabling Relationship Detection

8 Index

9 About the Author

10 Connect with Dummies

11 End User License Agreement

1 Chapter 2 TABLE 2-1 Limitations of the Internal Data Model

2 Chapter 7TABLE 7-1 DAX Operators

3 Chapter 8TABLE 8-1 Column-Level ActionsTABLE 8-2 Table-Level Actions