1. Matt Masson| Senior Program Manager
02 | Drilldown on Data Discovery using Power Query
Matt Masson| Senior Program Manager

2. What You Will Learn Introducing Power Query Working with Power Query
4/17/2017
What You Will Learn
Introducing Power Query
Working with Power Query
Partner Opportunities
Resources
Speaker Notes:
Introduce the section.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Introducing Power Query
4/17/2017
Introducing Power Query
Power Query is a new add-in for Excel to discover, transform and consume data
Allows defining queries which run a sequence of steps to import and reshape data from one or more data sources
Query steps are defined by using Power Query Formula Language (informally known as "M“)
Simple query step logic does not require writing formulas
Advanced query step logic can be written to leverage the full power of the language
Supports a large collection of data source types
Query results can be loaded into an Excel table or the workbook data model
Speaker Notes:
Power Query is a new capability included with Excel.
In essence, Power Query enables the discovery, acquisition and transformation of data. This is achieved with units known as queries.
In this presentation, the focus will be on the creation of queries, and there use to deliver a table of data to a workbook data model.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Introducing Power Query
4/17/2017
Introducing Power Query
Power Query Audiences
Business Analysts
Create queries
Publish queries
IT Professionals
Configure data services
Create and publish advanced queries
Users
Search for, and consume, published queries
Speaker Notes:
This slide helps identify the different audiences and the roles they may play with Power Query.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Introducing Power Query System Requirements
4/17/2017
Introducing Power Query System Requirements
Supported Operating Systems:
Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows Server 2008
Office versions:
Office 2010 SP1
Office 2013
Office Professional Plus and Office 365 Professional Plus editions only
Internet Explorer 9, or greater
Available for 32-bit (x86) and 64-bit (x64) platforms
The selection must match the architecture of the installed version of Office
Speaker Notes:
The system requirements for Power Query are listed on this slide.
Microsoft recommend using x64 platform, especially when working with large sets of data, and/or complex transformations.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Introducing Power Query Power Query Ribbon
4/17/2017
Introducing Power Query Power Query Ribbon
Preserves familiarity with the Excel Data tab
Includes functionality to:
Search for published queries and load their data
Source external or workbook data to create a new query
Combine queries to create a new query
Manage workbook and machine settings
Speaker Notes:
When the Power Query add-in is installed (and enabled), the Power Query ribbon allows searching for queries, retrieving external data, and producing and managing queries.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Working with Power Query
4/17/2017
Working with Power Query
Online Search
Creating Queries
Combining Queries
Managing Queries
Advanced Scenarios
Speaker Notes:
These topics will be covered in the remainder of this presentation.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Working with Power Query Online Search
4/17/2017
Working with Power Query Online Search
Power Query can be used to preview and import data from a large collection of public queries, for example:
Wikipedia tables
A subset of Windows Azure Marketplace and data.gov
Filters can be applied to limit the scope of a search:
My Shared
Organization
All
Filters can further refine searches by name, description, data source, data range and column name
Speaker Notes:
The online search capability allows locating and previewing data sources.
The topic of shared and organization-scoped data sources will be covered in presentation TYDG-06-DECK-01.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Working with Power Query Creating Queries
4/17/2017
Working with Power Query Creating Queries
A query is typically created by sourcing external data
Data can be sourced from:
Web (an HTML page)
File
Database
Other sources
Speaker Notes:
Queries can be created based on a external data, and the following slides will describe the currently supported types.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Working with Power Query Creating Queries – External Data Sources
4/17/2017
Working with Power Query Creating Queries – External Data Sources
Other Sources:
File:
Database:
Speaker Notes:
This slide provides a visual of the external data source types.
Ask attendees whether there is a data source that they work with that is not currently supported.
The product team has mentioned that the set of external data sources will likely increase in the future.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Working with Power Query Creating Queries – Query
4/17/2017
Working with Power Query Creating Queries – Query
Queries are defined in the Query Editor window
Once a data source is defined, the query can be named, and steps created
Steps can filter and shape data into a desired result
Steps can easily be produced by applying column filters, and by using the commands available from the ribbon, or the query and column context menus
It is possible to select a step and preview the data at that step
It is also possible to remove steps – but take care not to remove a step that downstream steps depend on
Step formulas can be viewed or edited in the formula bar
Speaker Notes:
The development method usually commences by defining an external data source.
Once the data has been acquired, the user can define a series of steps to filter and shape the data.
The result of the steps is a query result.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Working with Power Query Creating Queries – Query Editor
4/17/2017
Working with Power Query Creating Queries – Query Editor
Query Name
Unique name for the query
Query preview
Refresh
Import the latest data (run query steps)
Applied Steps
Edit any query step, represented as a Gear icon, by using the Edit Settings option on each step.
Steps can also be deleted.
Formula Bar
View or edit the formula directly
Navigator Pane
Browse structured data sources to find the data source that you want to query
Speaker Notes:
Use this animated slide to introduce the layout and functionality of the Query Editor.
Load Settings
Load worksheet and/or data model
Latest refresh time
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Working with Power Query Creating Queries – Query Editor Context Menus
4/17/2017
Working with Power Query Creating Queries – Query Editor Context Menus
Query menu:
Column menu:
Column filters:
Speaker Notes:
Use this animated slide to introduce the functionality available from various context menus that can be launched from within the Query Editor.
Click here to launch the query menu
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Working with Power Query Combining Queries
4/17/2017
Working with Power Query Combining Queries
New queries can be created to:
Merge two queries (joining on a common column)
Append two queries (union)
Speaker Notes:
When working with multiple queries, it is possible to combine them, as described in this slide.
An advanced combination could involve queries sourced from different data stores, even from different data formats.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Working with Power Query Managing Queries
4/17/2017
Working with Power Query Managing Queries
Each query is added as a workbook connection, and can be refreshed like standard data connections
Queries are managed in the Workbook Queries pane
Hovering over the query will produce a preview of the data, and provide commands
Queries can be edited, duplicated, referenced, deleted, merged, appended or shared
Speaker Notes:
Once a query is created, it can be managed by editing it in the Query Editor.
The download of data can be disabled (this is required when the rows exceed the row limit of a worksheet – 1,048,576 rows).
The query can also be loaded into the data model, and will result in a table. If refreshed, the table will refresh the Power Query query.
Preview
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Working with Power Query Advanced Scenarios
4/17/2017
Working with Power Query Advanced Scenarios
The Power Query options allow enabling advanced query editing
When enabled, a query can be edited as a script, and new queries can be scripted from scratch
Customized logic can be developed by implementing functionality not exposed by the context menus, by using looping constructs, and parameterizing queries to create functions to be invoked by other queries
Speaker Notes:
Advanced scenarios can be enabled by using the Power Query options.
Once enabled, customized logic can be written to produce sophisticated functionality. Describing how to achieve this is beyond the scope of this presentation. A resource on the entire expression language is included in the Resources section of this presentation.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Working with Power Query Advanced Scenarios – Example
4/17/2017
Working with Power Query Advanced Scenarios – Example
In the Query Editor, click the Script icon (only available when Advanced Query Editing is enabled) to edit the query script
Speaker Notes:
This slide describes how to edit the query as a script.
The icon is only available when Advanced Query Editing is enabled.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Introducing Power Query
Server & Tools Business
4/17/2017
Introducing Power Query
Demo
Speaker Notes:
Refer to the demonstration scripts and resources.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Partner Opportunities
4/17/2017
Partner Opportunities
Replace legacy Excel data retrieval logic with Power Query queries
Create refreshable queries to source, filter and shape data
Eliminate the requirement to manually prepare and load data
Eliminate complex transformational logic in worksheets and macros
Load data directly into workbook data models
Leverage new data source types:
OData data feeds, Hadoop, Facebook, etc.
Publish libraries of queries for discovery and reuse within the organization
Speaker Notes:
There are numerous partner opportunities to produce Power Query queries.
Consider asking attendees what opportunities they see based on their experience and customers needs.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.