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You're reading from  Data Modeling with Microsoft Excel

Product typeBook
Published inNov 2023
PublisherPackt
ISBN-139781803240282
Edition1st Edition
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Author (1)
Bernard Obeng Boateng
Bernard Obeng Boateng
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Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng

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Getting your data type right

When you create your query, one of the most important steps in the transformation process is to ensure that you have the correct data type for each column. At the top-left corner of each column, there is an icon that allows you to change the data type. The following data types are available:

Figure 3.8 – List of data types in Power Query

Figure 3.8 – List of data types in Power Query

Based on the settings in your Power Query, some data transformations are automatically done for some columns. When this happens, Power Query records this as a step in the Applied Steps list of the editor. An example of this is shown in the following figure:

Figure 3.9 – Automatic transformation using Changed Type

Figure 3.9 – Automatic transformation using Changed Type

In this example query, all our data types have been applied correctly apart from Birthdate. The correct format for the content of that column should be a date.

To do this, we do the following:

  1. Select the format icon on the column...
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Data Modeling with Microsoft Excel
Published in: Nov 2023Publisher: PacktISBN-13: 9781803240282

Author (1)

author image
Bernard Obeng Boateng

Bernard Obeng Boateng is a Microsoft Excel MVP, Microsoft Certified Trainer, with over 10 years work experience in Banking, Insurance and Business Development. He is founder of Finex Skills Hub an approved Training Provider of the Financial Modeling Institute, Canada. Finex Skills Hub runs the Finex Project in Ghana, a pro bono student training outreach program for students in Data Analytics and Financial Modeling. Bernard also provides consultancy services for SMEs (start-ups and existing) in Financial Management, Business Planning and Research. He has an active audience online with about 17,000 followers on his LinkedIn Account. where he shares tips and tricks on Microsoft Excel and other Office Apps.
Read more about Bernard Obeng Boateng