You're reading from Data Modeling with Microsoft Excel

Product type Book

Published in Nov 2023

Publisher Packt

ISBN-13 9781803240282

Pages 316 pages

Edition 1st Edition

Languages

Concepts

Data Analysis

Author (1):

Bernard Obeng Boateng

Table of Contents (16) Chapters

Preface

1. Part 1: Overview and Introduction to Data Modeling in Microsoft Excel

2. Chapter 1: Getting Started with Data Modeling – Overview and Importance

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

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Understanding connections and queries

Before we begin, it is important for us to understand the typical data analysis process in Microsoft Excel and the tools you can use at each stage. Data modeling, which is the main topic of this book, is part of the process and can be done with the Power Pivot tool.

However, before data gets to the data modeling stage, we may have to shape and transform it to make it easier to analyze. Not all data comes in a format ready for the data model. There are situations where you need to remove unwanted characters, split or merge columns, transpose the data, or append or merge it to make it fit to be loaded into the data model.

Microsoft Excel has a dedicated tool for this called Power Query. Power Query is Excel’s data transformation and preparation engine. The tool allows you to connect to many data sources (including CSV files, the web, folders, and databases) and shape and transform the data and load it in different forms for further analysis...