Click to edit Master subtitle style02 | Drilldown on Data Discovery

using Power Query

Matt Masson| Senior Program Manager

What You Will Learn

• Introducing Power Query

• Working with Power Query

• Partner Opportunities

• Resources

Introducing Power Query

• Power Query is a new add-in for Excel to discover, transform and consume data

• Allows defining queries which run a sequence of steps to import and reshape data from one or more data sources- Query steps are defined by using Power Query Formula Language (informally known as

"M“)

Simple query step logic does not require writing formulas

Advanced query step logic can be written to leverage the full power of the language

• Supports a large collection of data source types

• Query results can be loaded into an Excel table or the workbook data model

Business Analysts• Create queries

• Publish queries

IT Professionals• Configure data services

• Create and publish advanced queries

Users• Search for, and

consume, published queries

Introducing Power QueryPower Query Audiences

Introducing Power QuerySystem Requirements

• Supported Operating Systems:

- Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows Server 2008

• Office versions:

- Office 2010 SP1

- Office 2013

- Office Professional Plus and Office 365 Professional Plus editions only

• Internet Explorer 9, or greater

• Available for 32-bit (x86) and 64-bit (x64) platforms

- The selection must match the architecture of the installed version of Office

Introducing Power QueryPower Query Ribbon

• Preserves familiarity with the Excel Data tab

• Includes functionality to:- Search for published queries and load their data- Source external or workbook data to create a new query- Combine queries to create a new query- Manage workbook and machine settings

Working with Power Query

• Online Search

• Creating Queries

• Combining Queries

• Managing Queries

• Advanced Scenarios

Working with Power QueryOnline Search

• Power Query can be used to preview and import data from a large collection of public queries, for example:- Wikipedia tables- A subset of Windows Azure Marketplace and data.gov

• Filters can be applied to limit the scope of a search:- My Shared- Organization- All

• Filters can further refine searches by name, description, data source, data range and column name

Working with Power QueryCreating Queries

• A query is typically created by sourcing external data• Data can be sourced from:

- Web (an HTML page)

- File

- Database

- Other sources

Working with Power QueryCreating Queries – External Data Sources

File: Database: Other Sources:

Working with Power QueryCreating Queries – Query

• Queries are defined in the Query Editor window• Once a data source is defined, the query can be named, and steps created• Steps can filter and shape data into a desired result

- Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus

- It is possible to select a step and preview the data at that step- It is also possible to remove steps – but take care not to remove a step that downstream

steps depend on- Step formulas can be viewed or edited in the formula bar

Working with Power QueryCreating Queries – Query Editor

Navigator PaneBrowse structured data sources to find the data source that you want to query

Query NameUnique name for the query

Formula BarView or edit the formula directly

Applied StepsEdit any query step, represented as a Gear icon, by using the Edit Settings option on each step.Steps can also be deleted.

Query preview

Load SettingsLoad worksheet and/or data model

Latest refresh time

RefreshImport the latest data (run query steps)

Working with Power QueryCreating Queries – Query Editor Context Menus

Query menu:

Column menu:

Column filters:

Click here to launch the query menu

Working with Power QueryCombining Queries

• New queries can be created to:- Merge two queries (joining on a common column)- Append two queries (union)

Working with Power QueryManaging Queries

• Each query is added as a workbook connection, and can be refreshed like standard data connections

• Queries are managed in the Workbook Queries pane

• Hovering over the query will produce a preview of the data, and provide commands

• Queries can be edited, duplicated, referenced, deleted, merged, appended or shared

Preview

Working with Power QueryAdvanced Scenarios

• The Power Query options allow enabling advanced query editing

• When enabled, a query can be edited as a script, and new queries can be scripted from scratch

• Customized logic can be developed by implementing functionality not exposed by the context menus, by using looping constructs, and parameterizing queries to create functions to be invoked by other queries

Working with Power QueryAdvanced Scenarios – Example

In the Query Editor, click the Script icon (only available when Advanced Query Editing is enabled) to edit the query script

Partner Opportunities

• Replace legacy Excel data retrieval logic with Power Query queries- Create refreshable queries to source, filter and shape data

- Eliminate the requirement to manually prepare and load data

- Eliminate complex transformational logic in worksheets and macros

- Load data directly into workbook data models

• Leverage new data source types:- OData data feeds, Hadoop, Facebook, etc.

• Publish libraries of queries for discovery and reuse within the organization

©2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.