2. En el año 1982, Microsoft saca el
producto Multiplan unas de las primeras hojas de
cálculo con el que incursiona en el mercado, para
hacerle competencia a VisiCalc de la empresa
VisiCorp
Para el año 1985 Microsoft deja a un lado su
producto Multiplan y comienza a trabajar con la
primera versión de Excel. Esa primera versión de
Excel solo trabaja con Macintosh, en 1987
se hace el lanzamiento de la segunda versión de
Excel. Microsoft lanza Excel 2.0, que
podía ejecutarse en la plataforma de Windows y a
partir de ese momento, Excel comenzó su crecimiento
hasta convertirse en la hoja de
cálculo más utilizada en el
12. Agenda
• ¿Qué es Power Query en Excel?
• Power Query vs Analytics vs "Excel normal"
• Información general de Power Query
• Demo 1: Anexar (unir) archivos
• Demo 2: Fusión (combinación) de archivos
• Cuándo usar Power Query
• Ventajas de usar Power Query
14. ¿Qué es Power Query?
Power Query es una herramienta ETL, que significa:
Source: https://www.excelcampus.com/powerquery/power-query-overview/
1. Extraer datos de casi cualquier fuente
3. Cargar (a Excel)
2. Transformar con Power Query
15. Lo mejor de todos los mundos
UAccess Analysis "Excel
normal"
Power Query
Los datos
están siempre
actualizados
Robusto,
flexible y fácil
de usar
Una vez que se
configura la
consulta, los nuevos
datos se
transforman con un
clic de un botón
29. Keep in mind
• You need a folder exclusively for the files you are
appending
• Appending works best if source files have the same
columns, however this is not required
• As you add new files to the folder, remember to refresh
the query and the pivot table (optional)
30. • Monthly/Weekly reconciliation of P-Cards, accounts,
grants, inventory, etc.
• Loading information from PDF files to Excel
• Running the same report of rapid changing data for
events
Other appending examples
31. Demo 2
Merge two tables,
an alternative to VLOOKUP
Files available at:
https://tinyurl.com/uaccess-powerquery
33. What kind of Join should I use?
Left Outer Join
Housing
UAccess
Right Outer Join
Housing
UAccess
Inner Join
Housing
UAccess
Full outer Join
Housing
UAccess
Left Anti Join
Housing
UAccess
Right Anti Join
Housing
UAccess
Full Anti Join
Housing
UAccess
34. What is a Left Outer Join Merge?
STD ID STD Name Is Joined
001T. Brady ✔
002A. Rodgers ✔
024T. Tebow ✔
030P. Manning ✔
Housing Table UAccess Table
STD ID GPA Is Joined
001 2.00 ✔
002 1.50 ✔
020 4.00
024 3.25 ✔
050 2.75
STD ID STD Name GPA
001T. Brady 2.00
002A. Rodgers 1.50
024T. Tebow 4.00
030P. Manning null
Merged Table
All from Housing
Table, matching
from UAccess Table
35. Other merging examples
• Merging data from two or more subject areas in
UAccess
• List of student workers (Employee) and their
GPA (Student)
• List of students (Student) enrolled in a class
that have outstanding charges (Financial)
• Think Tank usage of students living in the dorms
36. When should I use Power Query?
• When you frequently make changes to the same
dataset – Demo 1
• When combining two or more files – Demo 2
• When working with large datasets that you normally
analyze with pivot tables or visuals
• When data is pulled from remote sources
37. Advantages of using Power Query
• Intuitive UI that allows easy manipulation of data as
opposed to lengthy Excel formulas
• Keeps track of all changes; changes are easy to undo
• Can function like a Macro, but does not require
programming knowledge
• Has powerful formulas for advance data manipulation
• Easy way to unpivot data
Not, many you….See, Power Query is one of the most powerful tools you can use in Excel, unfortunately most people don’t take advantage of this tool, just because they don’t know that it exists or what it does.
You can find Power Query in the Data Ribbon under the Get and Transform section. The layout on Excel 2019 and Office 365 changed a tiny bit compared to Excel 2016, however the location is still the same under the data ribbon
Analytics: Report only needs to be created once. Data is always up to date but analysis (report) might not be in the nicest format
Excel: everyone knows how to use it! Very robust easy but at the same time hard! If you need to transform data you need to repeat steps everytime you bring more data
Power Query: The best of both worlds. Like an Analysis in analytics, you create your report once and after that you only need to refresh the data. At the same time you Power Query equally or even more robust than Excel. It is much easier to use, however is not as flexible.
There is no best tool, there are only trade off. Do you prioritize
You can find Power Query in the Data Ribbon under the Get and Transform section on the Excel Ribbon. The layout on Excel 2019 and Office 365 changed a tiny bit compared to Excel 2016, however the location is still the same under the data ribbon