Archive - Blog Posts on Power Query

Quick Measures and Query by Example - 2 fabulous new updates again in the April update of Power BI Desktop.  Here is my quick review so you can see how great these things are. Quick Measures Quick measures are designed to help you get started with DAX, without knowing any DAX!  OMG I will be out of a job!! Once again this […] Read More
Use Power Query to Compare Database Records - I was helping a user on http://community.powerbi.com this week. The user had a list of service desk tickets for multiple customers and the requirement was to identify when a customer opened a second new ticket within 7 days of closing a previous ticket.  This is not an uncommon scenario so I thought it would make […] Read More
Best Practices for Power Pivot, Power Query and Power BI - Level: Beginners There are many best practices for Power BI, Power Pivot and Power Query.  I know these things so intuitively now that it is very easy to forget how I incrementally learnt these things along the journey.  Most of these things are not “right” vs “wrong” – they are more often simply “better”.  I thought there […] Read More
Cleansing Data with Power Query - Today I am combining a few techniques to show how to build a robust cleansing approach for your data using Power Query.  This article will demonstrate the following Power Query techniques Joining tables (Merge Query) Self Referencing tables Adding Custom Columns Sample Data I am using some sample data as shown below.  The Country data […] Read More
Data Modelling with OneDrive Source Files - Last week I shared how it was possible to easily create an online survey using Excel for O365.  Once such a survey is created, the data can be imported into PowerBI.com and used to create a simple report.  The biggest issue with directly connecting to OneDrive like I showed last week is that you can’t […] Read More
Import Tabular Data from PDF using Power Query - Today I am sharing a process I developed that allows you to import tabular data from a PDF document into Excel (or Power BI) using Power Query.  I didn’t want to purchase software to do this task so I started experimenting on how I could do it with the tools I already have, and I […] Read More
Find Duplicate Files on Your PC with Power BI - Level: Beginners If you want to learn new skills using a new tool, then you simply must practice.  One great way to practice is to weave the new tool into you daily problem solving.  If you have something meaningful to do with the new tool, then you are much more likely to be motivated to […] Read More
Use Power Query to Manage Dropbox Space - Level: Beginners I got this dreaded Dropbox email recently as shown below. I needed to clear out some of the files I have loaded in Dropbox so I didn’t have to upgrade my account.  It occurred to me that I could make this process a lot easier by using Power BI to quickly show me […] Read More
Who Needs Power Pivot, Power Query and Power BI Anyway? - Level: Beginners One of the great challenges Microsoft has faced with its “new” suite of Self Service BI tools (particularly Power Pivot) is that most people that could benefit from the holy trinity (Power Pivot, Power Query and Power BI) don’t even know these tools exist, let alone how the tools can help them succeed in […] Read More
Query Dependency View in Power BI Desktop - I have been on holidays taking a much needed break from work, so it has been very quite on my blog over the last few weeks.  But I am back now! I woke up this morning to a very pleasant surprise – Microsoft has delivered the long waited for Query Dependency View in Power BI […] Read More
Shaping vs Modelling in Power BI - Level: Beginners Power Pivot, Power Query and Power BI are 3 products that are closely related to each other and were all built for the same purpose – enabling Self Service Business Intelligence.  I first learnt to use Power Pivot for Excel, then Power Query for Excel, and finally Power BI.  But there is a […] Read More
Power Query to Combine Web Pages - Level: Intermediate There was an interesting question this week on http://powerpivotforum.com.au asking if there was a smarter way to user Power Query over multiple identical web pages to scrape the data in a single query.  I have been meaning to blog about this for a while, so it is a great opportunity for a mini-Friday […] Read More
Power Query Over a Command Screen Output File - Level: Intermediate Power Query. I spent a lot of last week helping to configure Power BI in preparation for go live for a client.  One of the important things to do when designing a Power BI solution is to make sure you have a good design for your user security access.   Today I am going […] Read More
Self Referencing Tables in Power Query - I have had this idea in my head for over a year, and today was the day that I tested a few scenarios until I got a working solution. Let me start with a problem description and then my solution. Add Comments to a Bank Statement The problem I was trying to solve was when I […] Read More
Conditional Columns in Power BI Desktop - Microsoft recently announced a new conditional column feature in Power Query (Power BI Desktop version) that warrants a blog post.  This feature makes the process of creating banded columns much easier for the average user.  I blogged about banded columns using DAX here, and now there is this second, potentially easier approach.  In the demo […] Read More
What is Power BI - This is the third in my “what is” series having previously blogged about “What is Power Pivot” and “What is Power Query”.  This topic is the hardest of the three to give a straight answer, however it is also the most important to understand (as I will explain below). Why Power BI is so Important Microsoft […] Read More
What is Power Query - I am still astounded by the number of people I meet that have never heard of Power Query and Power Pivot.  The good news is there are lots of people out there in for a pleasant surprise.  I think Power BI will solve the “lack of awareness of Power Query” problem over the coming months […] Read More
What is the Best Training for Business Analysts? - The rate of change in the tools available to a Business Analyst has never been faster than it is in 2016.  The market is changing so quickly that many Business Analysts (BAs) are not even aware of the great new tools that are available to help them succeed in their jobs and careers.  Regular readers […] Read More
Combine Excel Workbooks with Power Query – Method 2 - Edit: Feb 2017.  Microsoft has released an update that solves the problem described in this article.  This article still has learning value however you should also take a look at the announcement from Microsoft here https://blogs.office.com/2017/02/08/january-2017-updates-for-get-transform-in-excel-2016-and-the-power-query-add-in/ There are many ways to combine data from multiple files into a single file/table in Excel.  In my first article […] Read More
Combine CSV Files with Power Query - This is the second of a series of articles where I explain different methods of combining data from multiple files into a single workbook/table.  In the first article I described how to use a function to combine data from identical Excel Workbooks into a single file using Power Query.  Next week I will cover a […] Read More