You are learning Power Query in MS Excel
How to join tables from different data sources using relationships in Power Query?
Power Query excels at joining tables from different data sources using relationships. Here's a breakdown of the process:
1. Importing the Data:
* Start by connecting to your data sources. You can connect to various sources like Excel files, databases, or web APIs.
* In the Power Query Editor, each data source will appear as a separate table.
2. Identifying the Join Columns:
* Carefully examine your tables and identify columns with matching values that represent the relationship between the tables.
* For example, a "CustomerID" column in a Customers table could be linked to a "CustomerID" column in an Orders table.
3. Merge or Append (Optional):
* While relationships are the preferred method for joining tables, you can also use the "Merge Queries" or "Append Queries" options under the "Home" tab for a one-time data combination. However, this creates a single, static table and doesn't leverage the power of relationships for ongoing analysis.
4. Creating Relationships:
* In the "Manage Relationships" pane (usually on the right side of the Power Query Editor), click "New".
* Select the table containing the "lookup" column (the table with the values you'll use to match data).
* Choose the matching column in that table.
* Then, select the table containing the "related" column (the table with data you want to associate based on the match).
* Finally, choose the matching column in the related table.
* Click "OK" to create the relationship.
5. Using the Relationship:
* Once the relationship is established, you can see it visually represented by a line connecting the tables in the "Relationships" pane.
* Now, when you expand a column from the related table in your main table, Power Query will automatically filter and display relevant data based on the established relationship.
Additional Tips:
* Cardinality: Consider the cardinality of your relationship (one-to-one, one-to-many, many-to-one). Power Query will handle different cardinalities appropriately.
* Filtering: You can further filter the relationship by right-clicking on it and selecting "Edit Relationship".
* Multiple Relationships: You can create multiple relationships between tables for complex data models.
By following these steps and understanding the concept of relationships, you can effectively join tables from different data sources in Power Query, unlocking the power of data analysis across various datasets.