Power Query - Import Multiple Excel Files and Combine into Proper Data Set

Power Query - Import Multiple Excel Files and Combine into Proper Data Set

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) Introduction

1 of 21

1 of 21

) Introduction

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Power Query - Import Multiple Excel Files and Combine into Proper Data Set

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  1. 1 ) Introduction
  2. 2 ) Look at Data Import Files and the different objects that are in an Excel File
  3. 3 ) Import Excel Files From Folder
  4. 4 ) Look at Excel File in Power Query Editor
  5. 5 ) Transform extensions to all lowercase
  6. 6 ) Filter to include only Excel Files in import process
  7. 7 ) Extract Excel File Name to create New Column for City. Split By Delimiter.
  8. 8 ) Power Query Options: Don’t Change Data Type
  9. 9 ) Rename Column and Remove unwanted columns
  10. 10 ) Add Custom Column with Excel.Workbook Function (M Code Function). Explanation of what functions extracts from the Excel Files.
  11. 11 ) Filter Out Excel Objects that do not meet Criteria = Sheet
  12. 12 ) Filter out names that Do Not Begin With Sheet. Extract Worksheet Name to create New Column for SalesRep.
  13. 13 ) Final Append to get all Excel Worksheet that contain Proper Data Sets with a proper SalesRep Name.
  14. 14 ) Apply correct Data Types
  15. 15 ) Load to Excel Sheet
  16. 16 ) Change Default PivotTable Layout & Options
  17. 17 ) Build PivotTable Report
  18. 18 ) Definition of a PivotTable
  19. 19 ) Add New Excel Workbook Files to the Folder & Refresh the Query and PivotTable
  20. 20 ) Edit Query when Folder Path Changes
  21. 21 ) Summary

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