0% found this document useful (0 votes)
25 views15 pages

Apply Power Query Power Pivot and Pivot Tables To Your Analysis - Student File

1. The data format should have column headers in one row with each subsequent row containing a full data record. 2. There should be no blank rows in the data. 3. The data should only contain base level information without subtotals or totals.

Uploaded by

Shah Gee
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
25 views15 pages

Apply Power Query Power Pivot and Pivot Tables To Your Analysis - Student File

1. The data format should have column headers in one row with each subsequent row containing a full data record. 2. There should be no blank rows in the data. 3. The data should only contain base level information without subtotals or totals.

Uploaded by

Shah Gee
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 15

The Data format for analyzing data in excel should be structured as follows (Tabular

Data):
 
1. Column headers in one row
2. Each data record is in one row and each row contains a complete record set

3. No blank rows in the data

4. No subtotals throughout the data or totals at the end

5. Each field/column houses its own type of data (i.e. Month, Product, amount,
geographic region, etc.)

1. Column headers are all in one


Products Month Category Amount row. No headers in multiple rows.
Widget 1 6/1/2022 Sales 400
Widget 2 6/30/2022 Sales 500
Gadget 1 6/1/2022 Sales 3,000
Gadget 2 6/30/2022 Sales 6,000
Widget 1 7/1/2022 Sales - 2. Each row is a complete record.
Widget 2 7/31/2022 Sales 300 In this example every row
contains product, month,
Gadget 1 7/1/2022 Sales 1,500 category, and amount .
Gadget 2 7/31/2022 Sales -
Widget 1 8/1/2022 Sales 300
Widget 2 8/31/2022 Sales -
Gadget 1 8/1/2022 Sales -
Gadget 2 8/31/2022 Sales 8,000
5. Each column h

Column headers are all in one Products


w. No headers in multiple rows. Widget 1
3. No blank rows in the data. Widget 2
Delete any and all blank rows.
Gadget 1
Gadget 2
Each row is a complete record. Widget 1
this example every row 4. Do not include subtotals in the Widget 2
ntains product, month, data. Only include base level (i.e.
egory, and amount . Subtotal
Most granualr data) data in
recordset. Widget 1
Widget 2
Gadget 1
Gadget 2
Gadget 1
mn h

Month Category Amount


6/1/2022 Sales 400
6/30/2022 Sales 500

6/1/2022 Sales 3,000


6/30/2022 Sales 6,000
7/1/2022 Sales -
7/31/2022 Sales 300
Jul-22 Sales 300
8/1/2022 Sales 300
8/31/2022 Sales -
8/1/2022 Sales -
8/31/2022 Sales 8,000
7/1/2022 Sales 1,500
Example 1: Tabular Data

Products Month Category Amount


Widget 1 6/1/2022 Sales 400
Widget 2 6/30/2022 Sales 500
Gadget 1 6/1/2022 Sales 3,000
Gadget 2 6/30/2022 Sales 6,000
Widget 1 7/1/2022 Sales -
Widget 2 7/31/2022 Sales 300
Gadget 1 7/1/2022 Sales 1,500
Gadget 2 7/31/2022 Sales -
Widget 1 8/1/2022 Sales 300
Widget 2 8/31/2022 Sales -
Gadget 1 8/1/2022 Sales -
Gadget 2 8/31/2022 Sales 8,000

Tabular Data in a Pivot Table


Example 2: Summarized Data

Products 06/1/2022 Sales 07/1/2022 Sales 08/01/2022 Sales 09/01/2022 Sales


Widget 1 400 459 447 592
Widget 2 500 335 471 625
Subotal 900 794 918 1,217
Gadget 1 3,000 467 455 540
Gadget 2 6,000 524 676 290
Subotal 9,000 991 1,131 830
Total 9,900 1,785 2,049 2,047

Summarized Data in a pivot table


10/01/2022 Sales 11/01/2022 Sales 12/01/2022 Sales
517 661 695
511 252 615
1,028 913 1,310
653 303 495
675 484 402
1,328 787 897
2,356 1,700 2,207

Corrected Data from Power Query


Data from Power Query
Example 3: Messy Data

Product & SKU June July August Q1


2021 2021 2021 Q1
Widget 1 - 23789 400 300 700
Widget 2 - 24781 500 300 800
Subotal 900 900 900 2,700
Gadget 1 - 23690 3,000 1,500 4,500
Gadget 2 - 23111 6,000 8,000 14,000

Subotal 9,000 9,000


Total 9,900 9,900

Messy Data in a Pivot Table


Corrected Data from Power Query

You might also like