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