![]() These steps are Excel’s attempt to automatically transform the data based on what it believes we want to do. The applied steps window already contains a small list of items. By right-clicking on the column headers we can access many of the data transformation tools which are also found on the ribbon. It is possible to add, remove and edit steps.ĭata preview – This area shows a preview of our data, based on the selected applied step. It is important to give your query a meaningful name, so you know what it does without having to look at the steps.Īpplied steps – Much like the macro recorder, each action you take will be recorded in the applied steps. Properties – This is where we name the query. We will be using the ribbon throughout this series, so you will get to see the most common commands in action. ![]() The Ribbon – Similar to Excel, the ribbon contains the main commands grouped into separate tabs. ![]() As this is our first look at the user interface, we will spend a bit of time understanding what’s here. Then click From Table/Range from the Get & Transform Data section of the Data ribbon. The following uses Example 1 – Table.xlsx from the downloads. If you are not familiar with Tables, I recommend you spend some time understanding and using them. So, Tables are fundamental to using Power Query well. The output from Power Query will typically be in a Table format. Tables are a vital element of how Excel likes to store data. Importing data from Tablesįirstly, it is important to note that I am using “Tables” to refer specifically to the Excel Tables feature. The examples below show how to use both of these methods. There are two formats of data areas which Power Query handles well, Excel Tables and named ranges. To use data from within the same workbook, Power Query needs to know the area which the source data occupies. Then you’ll be able to work along with examples and see the solution in action, plus the file will be useful for future reference.ĭownload the file: Power Query Series – Example Files Using data in the same workbook I recommend you download the example file for this post. Depending on your specific build version of Excel, the names, locations and options of various actions may differ slightly from the examples shown in this post. ![]() ![]() Please note that Excel and Power Query are constantly being updated by Microsoft. Using data from external files and external workbooks.Īs we work through the examples, I hope you will see that getting data into Power Query is easy.As this is our first real look at Power Query, we are going to use this as an opportunity to explore the user interface. The first thing we need to do is import some data. ![]()
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