Power Query – Importing and Managing Data - Revision history

Gpruszczynski1: /* Create a Parameter for Folder Path */

2025-06-22T09:49:11Z

Create a Parameter for Folder Path

@@ Line 55: / Line 55: @@
 == Create a Parameter for Folder Path ==
-'''Goal:''' Make your folder import dynamic.
+'''Goal:''' Make your folder import dynamic so the query works even if the folder path changes.
-'''Steps:'''
+=== 1. Open Power Query Editor ===
-# In Power Query Editor → '''Manage Parameters''' → '''New Parameter'''
+If you're not already there:
-# Name: `ImportFolder`, Type: Text
+* In Excel → '''Data''' tab → '''Queries & Connections'''
-# Use this parameter in the Folder source dialog
+* Right-click your folder-based query → '''Edit'''
-# Tip: open Advanced Editor and replace the static path with `ImportFolder`
 ----

Gpruszczynski1: /* Extension: Create a Parameter for Folder Path */

2025-06-22T09:28:22Z

Extension: Create a Parameter for Folder Path

← Older revision		Revision as of 09:28, 22 June 2025
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	# Load to a worksheet		# Load to a worksheet

	== ~~Extension:~~ Create a Parameter for Folder Path ==		== Create a Parameter for Folder Path ==
	'''Goal:''' Make your folder import dynamic.		'''Goal:''' Make your folder import dynamic.

Gpruszczynski1: /* Additional Exercise: Import Multiple CSV Files */

2025-06-22T09:28:13Z

Additional Exercise: Import Multiple CSV Files

← Older revision		Revision as of 09:28, 22 June 2025
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	* View query dependencies: '''View''' tab → '''Query Dependencies'''		* View query dependencies: '''View''' tab → '''Query Dependencies'''

	== ~~Additional Exercise:~~ Import Multiple CSV Files ==		== Import Multiple CSV Files ==
	'''Goal:''' Practice folder import using CSVs.		'''Goal:''' Practice folder import using CSVs.

Gpruszczynski1: /* Managing Queries */

2025-06-22T09:27:47Z

Managing Queries

← Older revision		Revision as of 09:27, 22 June 2025
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	== Managing Queries ==		== Managing Queries ==
	* Rename queries (right-click → '''Rename''')		* Rename queries (right-click → '''Rename''')
	* ~~Disable load to sheet~~ (right-click → ~~uncheck~~ '''~~Enable Load~~''')		* Duplicate queries (right-click → '''Duplicate''')
	* View query dependencies: '''View''' tab → '''Query Dependencies'''		* View query dependencies: '''View''' tab → '''Query Dependencies'''

Gpruszczynski1 at 09:25, 19 June 2025

2025-06-19T09:25:16Z

← Older revision		Revision as of 09:25, 19 June 2025
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	== Objective ==		== Objective ==
	~~In this module, you'll learn~~ how to import data from ~~various~~ sources and manage ~~basic data loading~~ settings ~~in Power Query~~.		Learn how to import data from different sources and manage query settings.

	== Files Used ==		== Files Used ==
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	== Importing Data from Excel ==		== Importing Data from Excel ==
	'''Steps:'''		'''Steps:'''
	~~# Open Excel~~
	# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Workbook...'''		# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Workbook...'''
	# Select '''Sales_January.xlsx~~''' and click '''Import~~'''		# Select '''Sales_January.xlsx'''
	# In the Navigator window, select the sheet and click '''Transform Data'''		# In the Navigator window, select the sheet and click '''Transform Data'''
	~~# The data will open in Power Query Editor~~

	== Importing Data from CSV ==		== Importing Data from CSV ==
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	# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Text/CSV'''		# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Text/CSV'''
	# Select '''Employees.csv'''		# Select '''Employees.csv'''
	# ~~Review~~ the ~~preview window, then click~~ '''Transform Data''' ~~to load it into Power Query~~		# Click '''Transform Data'''

			== Importing from a Text File ==
			'''Steps:'''
			# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Text/CSV'''
			# Select '''ProductList.txt'''
			# Set delimiter to '''Tab'''
			# Click '''Transform Data'''

	== Importing Multiple Excel Files ==		== Importing Multiple Excel Files ==
	'''Scenario:''' ~~You want to combine all~~ monthly ~~sales~~ files into ~~a single~~ dataset.		'''Scenario:''' Combine monthly files into one dataset.

	'''Steps:'''		'''Steps:'''
	# Place ~~all monthly files (e.g.~~ Sales_January.xlsx, Sales_February.xlsx) in ~~one~~ folder		# Place '''Sales_January.xlsx''' and '''Sales_February.xlsx''' in the same folder
	# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Folder'''		# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Folder'''
	# ~~Browse to~~ the folder ~~containing the Excel files~~		# Select the folder and click '''Transform Data'''
	~~# Click~~ '''Transform Data'''		# In Power Query Editor: click '''Combine''' → '''Combine & Transform Data'''
	# In Power Query Editor:		# Select the worksheet to use and confirm
	~~#* Click~~ '''Combine''' → '''Combine & Transform Data'''
	#* Select the sheet ~~to combine from each file~~		== Managing Queries ==
	~~# Power~~ Query ~~will generate a sample query and combine all files into one table~~		* Rename queries (right-click → '''Rename''')
			* Disable load to sheet (right-click → uncheck '''Enable Load''')
			* View query dependencies: '''View''' tab → '''Query Dependencies'''

			== Additional Exercise: Import Multiple CSV Files ==
			'''Goal:''' Practice folder import using CSVs.

	~~== Importing from a Text File ==~~
	'''Steps:'''		'''Steps:'''
	# ~~Go to the~~ '''~~Data~~''' ~~tab →~~ '''Get Data~~'''~~ → ~~'''~~From ~~File''' → '''From Text/CSV'''~~		# Save a few copies of '''Employees.csv''' with small changes (e.g. Employees_1.csv, Employees_2.csv)
	~~# Select the file '''ProductList.txt~~'''		# Place them in a folder
	# ~~Choose delimiter: ''Tab''~~		# Use '''Get Data → From Folder''' to combine them
	# ~~Click '''Transform Data'''~~ to ~~edit it in Power Query~~		# Filter only Active employees
			# Load to a worksheet

	== ~~Managing Queries~~ ==		== Extension: Create a Parameter for Folder Path ==
	~~In Power Query Editor, you can:~~		'''Goal:''' Make your folder import dynamic.
	* Rename queries (right-click query name → '''Rename''')
	* Disable load (right-click query → uncheck '''~~Enable Load to Worksheet''')~~
	* View query dependencies: ~~go to the '''View''' tab → click '''Query Dependencies~~'''

	~~== Merging Queries (Preview) ==~~		'''Steps:'''
	~~You’ll later learn how to join data sources together using merges and appends.~~		# In Power Query Editor → '''Manage Parameters''' → '''New Parameter'''
	~~For now~~, ~~make sure you have both Sales~~ and ~~Employees queries loaded.~~		# Name: `ImportFolder`, Type: Text
			# Use this parameter in the Folder source dialog
			# Tip: open Advanced Editor and replace the static path with `ImportFolder`

	----		----

Gpruszczynski1 at 17:51, 18 June 2025

2025-06-18T17:51:29Z

← Older revision		Revision as of 17:51, 18 June 2025
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	→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]		→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]

			* [[Power Query – Introduction\|Module 1: Introduction to Power Query]]
			* [[Power Query – Importing and Managing Data\|Module 2: Importing and Managing Data]]
			* [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]
			* [[Power Query – Automation and Parameters\|Module 4: Automation and Parameters]]
			* [[Power Query – Power Pivot Overview\|Module 5: Power Pivot Overview]]
			* [[Power Query – Summary and Exercises\|Module 6: Summary and Final Exercises]]

Gpruszczynski1 at 17:49, 18 June 2025

2025-06-18T17:49:47Z

← Older revision		Revision as of 17:49, 18 June 2025
Line 55:		Line 55:

	----		----
			Return to [[Power_Query_–_Basic\|Main Page]]
	Return to [[~~Power Query – Basic Level~~\|Main Page]]

	→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]		→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]

Gpruszczynski1: /* Merging Queries (Preview) */

2025-06-18T17:48:46Z

Merging Queries (Preview)

← Older revision		Revision as of 17:48, 18 June 2025
Line 53:		Line 53:
	You’ll later learn how to join data sources together using merges and appends.		You’ll later learn how to join data sources together using merges and appends.
	For now, make sure you have both Sales and Employees queries loaded.		For now, make sure you have both Sales and Employees queries loaded.

			----

			Return to [[Power Query – Basic Level\|Main Page]]

			→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]

Gpruszczynski1: Created page with "= Module 2: Importing and Managing Data = == Objective == In this module, you'll learn how to import data from various sources and manage basic data loading settings in Power Query. == Files Used == * Download Sales_January.xlsx * Download Sales_February.xlsx * Download Employees.csv * Download ProductList.txt == Importing Data from Excel == '''Steps:''' # Open..."

2025-06-18T17:38:39Z

Created page with "= Module 2: Importing and Managing Data = == Objective == In this module, you'll learn how to import data from various sources and manage basic data loading settings in Power Query. == Files Used == * Download Sales_January.xlsx * Download Sales_February.xlsx * Download Employees.csv * Download ProductList.txt == Importing Data from Excel == '''Steps:''' # Open..."

New page

= Module 2: Importing and Managing Data =

== Objective ==
In this module, you'll learn how to import data from various sources and manage basic data loading settings in Power Query.

== Files Used ==
* [[Media:Sales_January.xlsx|Download Sales_January.xlsx]]
* [[Media:Sales_February.xlsx|Download Sales_February.xlsx]]
* [[Media:Employees.csv|Download Employees.csv]]
* [[Media:ProductList.txt|Download ProductList.txt]]

== Importing Data from Excel ==
'''Steps:'''
# Open Excel
# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Workbook...'''
# Select '''Sales_January.xlsx''' and click '''Import'''
# In the Navigator window, select the sheet and click '''Transform Data'''
# The data will open in Power Query Editor

== Importing Data from CSV ==
'''Steps:'''
# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Text/CSV'''
# Select '''Employees.csv'''
# Review the preview window, then click '''Transform Data''' to load it into Power Query

== Importing Multiple Excel Files ==
'''Scenario:''' You want to combine all monthly sales files into a single dataset.

'''Steps:'''
# Place all monthly files (e.g. Sales_January.xlsx, Sales_February.xlsx) in one folder
# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Folder'''
# Browse to the folder containing the Excel files
# Click '''Transform Data'''
# In Power Query Editor:
#* Click '''Combine''' → '''Combine & Transform Data'''
#* Select the sheet to combine from each file
# Power Query will generate a sample query and combine all files into one table

== Importing from a Text File ==
'''Steps:'''
# Go to the '''Data''' tab → '''Get Data''' → '''From File''' → '''From Text/CSV'''
# Select the file '''ProductList.txt'''
# Choose delimiter: ''Tab''
# Click '''Transform Data''' to edit it in Power Query

== Managing Queries ==
In Power Query Editor, you can:
* Rename queries (right-click query name → '''Rename''')
* Disable load (right-click query → uncheck '''Enable Load to Worksheet''')
* View query dependencies: go to the '''View''' tab → click '''Query Dependencies'''

== Merging Queries (Preview) ==
You’ll later learn how to join data sources together using merges and appends.
For now, make sure you have both Sales and Employees queries loaded.

← Older revision		Revision as of 17:51, 18 June 2025
Line 58:		Line 58:

	→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]		→ Continue to [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]

			* [[Power Query – Introduction\|Module 1: Introduction to Power Query]]
			* [[Power Query – Importing and Managing Data\|Module 2: Importing and Managing Data]]
			* [[Power Query – Data Transformation\|Module 3: Data Transformation Techniques]]
			* [[Power Query – Automation and Parameters\|Module 4: Automation and Parameters]]
			* [[Power Query – Power Pivot Overview\|Module 5: Power Pivot Overview]]
			* [[Power Query – Summary and Exercises\|Module 6: Summary and Final Exercises]]