Import Many Excel Files, Append

Just One Object

in Text File
Many Objects in Excel File
Import Only Excel Sheets with a SalesRep Name
s, Append, Build Report
h a SalesRep Name
Highline College BI 348
taught by Mike excelisfun Girvin (Excel MVP)

MSPTDA 04: Microsoft Power Tools for Data Analysis

Microsoft Power Tools for Data Analysis Video Topics:

Power Query: (00:12) Introduction

Multiple Excel Files (02:18) Look at Data Import Files and th
Import From Folder (06:56) Import Excel Files From Folder
File Names = New Column (08:11) Look at Excel File in Power Quer
Tab Names = New Column (08:26) Transform extensions to all lowe
Append => 1 Table (08:34) Filter to include only Excel Files
** MSPTDA 04 (09:10) Extract Excel File Name to create
(10:01) Power Query Options: Don’t Cha
(11:10) Rename Column and Remove un
(11:34) Add Custom Column with Excel.W
(15:14) Filter Out Excel Objects that do n
(15:37) Filter out names that Do Not Be
(16:08) Final Append to get all Excel Wo
(17:41) Apply correct Data Types
(18:50) Load to Excel Sheet
(19:41) Change Default PivotTable Layou
(21:19) Build PivotTable Report
(23:40) Definition of a PivotTable
(26:12) Add New Excel Workbook Files t
(29:35) Edit Query when Folder Path Ch
(30:57) Summary

Import From:
1) A Table in Current Workbook
2) Access Database
3) Multiple Text Files
ook at Data Import Files and the different objects that are in an Excel File
mport Excel Files From Folder
ook at Excel File in Power Query Editor
ansform extensions to all lowercase
lter to include only Excel Files in import process

xtract Excel File Name to create New Column for City. Split By Delimiter.
ower Query Options: Don’t Change Data Type
ename Column and Remove unwanted columns
dd Custom Column with Excel.Workbook Function (M Code Function). Explanation of what functions extracts from the Excel Files.
lter Out Excel Objects that do not meet Criteria = Sheet
lter out names that Do Not Begin With Sheet. Extract Worksheet Name to create New Column for SalesRep.
nal Append to get all Excel Worksheet that contain Proper Data Sets with a proper SalesRep Name.
pply correct Data Types
oad to Excel Sheet
hange Default PivotTable Layout & Options
uild PivotTable Report
efinition of a PivotTable
dd New Excel Workbook Files to the Folder & Refresh the Query and PivotTable
dit Query when Folder Path Changes

e in Current Workbook
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n of what functions extracts from the Excel Files.

New Column for SalesRep.

er SalesRep Name.
Goal of Video
Main Difficulty When Importing Multiple Excel Files
Types of objects that we may encounter when we import an Excel Workbook file using Power Query
Import Multiple Excel Files From Folder
Click Transform Data!!
Change Query Options for Data Types
To filter out non-Excel files
Clean File Name
Custom Column using Excel.Workbook Function
The Expanded Table with each Excel Files objects looks like this
Headers Have Been Promoted
Filter to import only Sheet Objects
Filter to remove Sheet objects that Begin with “Sheet”
Final Append with all Proper Data Sets
Load to Excel Sheet
Change Default PivotTable Layout & Options
Definition of a PivotTable
Add New Excel Workbook Files to the Folder & Refresh
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