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Data Modeling with Microsoft Excel

You're reading from   Data Modeling with Microsoft Excel Model and analyze data using Power Pivot, DAX, and Cube functions

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Product type Paperback
Published in Nov 2023
Publisher Packt
ISBN-13 9781803240282
Length 316 pages
Edition 1st Edition
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Author (1):
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Bernard Obeng Boateng Bernard Obeng Boateng
Author Profile Icon Bernard Obeng Boateng
Bernard Obeng Boateng
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Table of Contents (16) Chapters Close

Preface 1. Part 1: Overview and Introduction to Data Modeling in Microsoft Excel
2. Chapter 1: Getting Started with Data Modeling – Overview and Importance FREE CHAPTER 3. Chapter 2: Data Structuring for Data Models – What’s the best way to layout your data? 4. Chapter 3: Preparing Your Data for the Data Model – Cleaning and Transforming Your Data Using Power Query 5. Chapter 4: Data Modeling with Power Pivot – Understanding How to Combine and Analyze Multiple Tables Using the Data Model 6. Part 2: Creating Insightful Calculations from your Data Model using DAX and Cube Functions
7. Chapter 5: Creating DAX Calculations from Your Data Model – Introduction to Measures and Calculated Columns 8. Chapter 6: Creating Cube Functions from Your Data Model – a Flexible Alternative to Calculations in Your Data Model 9. Part 3: Putting it all together with a Dashboard
10. Chapter 7: Communicating Insights from Your Data Model Using Dashboards – Overview and Uses 11. Chapter 8: Visualization Elements for Your Dashboard – Slicers, PivotCharts, Conditional Formatting, and Shapes 12. Chapter 9: Choosing the Right Design Themes – Less Is More with Colors 13. Chapter 10: Publication and Deployment – Sharing with Report Users 14. Index 15. Other Books You May Enjoy

An overview of the Power Query editor

We will use our sales data case study to understand the various components of the Power Query editor.

The files we are going to use are in a folder that can be accessed using this link: https://tinyurl.com/DMEFINEX

Use this link to download a zipped file that contains one folder and five Excel worksheets as shown here:

Figure 3.3 – The list of files in a zipped file

Figure 3.3 – The list of files in a zipped file

Extract the files to get access to the files.

When you open the folder, you should see a folder named Main Transaction that contains six files. These files are sales records from 2015 to 2020 for our sales organization, Finex Ventures.

There are five other files outside the folder, which contain information on the following:

  • Customers
  • Locations
  • Products
  • Stores
  • Product returns

As we covered in an earlier chapter, this is normalized data. This data structure separates the main activities of the business from...

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