You are learning Power Query in MS Excel
How to import data from various sources (e.g., CSV, Text files, databases) using Power Query?
Importing data from various sources such as CSV files, text files, databases, and more using Power Query in Excel is straightforward and allows you to connect to and transform data seamlessly. Here’s how you can import data from different sources using Power Query:
Importing Data from Various Sources in Power Query
1. Importing from CSV or Text Files
1. Open Excel:
- Launch Microsoft Excel on your computer.
2. Navigate to the Data Tab:
- Click on the `Data` tab in the Excel ribbon at the top of the window.
3. Get & Transform Data:
- Look for the `Get & Transform Data` group within the `Data` tab.
4. From Text/CSV:
- Click on `Get Data` > `From File` > `From Text/CSV`.
5. Select the File:
- Navigate to the location of your CSV or text file, select it, and click `Import`.
6. Preview and Load:
- The Power Query Editor will open, showing a preview of your data. You can transform the data if needed (e.g., change data types, remove columns) and then click `Close & Load` to import the data into Excel.
2. Importing from Databases (e.g., SQL Server)
1. Open Excel:
- Launch Microsoft Excel.
2. Navigate to the Data Tab:
- Click on the `Data` tab in the Excel ribbon.
3. Get & Transform Data:
- Look for the `Get & Transform Data` group within the `Data` tab.
4. From Database:
- Click on `Get Data` > `From Database` > select your database type (e.g., `From SQL Server`).
5. Connect to Database:
- Enter your server name, database name, and authentication method (Windows or database credentials).
6. Query Editor:
- After connecting, Power Query will open the Query Editor. Write SQL queries directly or choose tables/views to import.
7. Transform and Load Data:
- Preview and transform your data as needed in the Query Editor, then click `Close & Load` to import data into Excel.
3. Importing from Other Sources (e.g., Web, SharePoint)
1. Open Excel:
- Launch Microsoft Excel.
2. Navigate to the Data Tab:
- Click on the `Data` tab in the Excel ribbon.
3. Get & Transform Data:
- Look for the `Get & Transform Data` group within the `Data` tab.
4. From Other Sources:
- Click on `Get Data` > `From Other Sources`.
5. Select Source Type:
- Choose your data source type, such as `From Web`, `From SharePoint List`, `From OData Feed`, etc.
6. Connect to Source:
- Enter the URL or connection details for the source. Follow any prompts or authentication steps required.
7. Query Editor:
- After connecting, Power Query will open the Query Editor. Preview and transform your data as needed.
8. Load Data:
- Click `Close & Load` to import the transformed data into Excel.
Additional Notes:
- Data Transformation: The Power Query Editor provides a graphical interface to transform data. You can perform various operations like filtering rows, adding custom columns, merging queries, pivoting/unpivoting data, and more.
- Connection Options: Power Query supports a wide range of data sources beyond those listed here, including Azure services, JSON files, Hadoop, and more. Explore `Get Data` to find additional sources.
- Advanced Options: For advanced users, you can also write custom M language scripts directly in the Advanced Editor of Power Query to perform complex transformations and calculations.
By following these steps, you can leverage Power Query's capabilities to import data from various sources into Excel, allowing for efficient data analysis and reporting tasks directly within your familiar Excel environment.