Тёмный

XLOOKUP v Power Query v Power Pivot in Excel 

Access Analytic
Подписаться 90 тыс.
Просмотров 20 тыс.
50% 1

When combining tables in Excel there are several options.
Here I show you XLOOKUP, Power Query Merge and a Power Pivot relationship.
00:00 Intro
00:43 The scenario
00:51 XLOOKUP
02:36 Power Query Merge
05:47 The Power Query Merge Warning
07:27 Using a Data Model Relationship (Power Pivot)
10:12 Wrap Up
Connect with me
wyn.bio.link/
accessanalytic.com.au/
Did you know I've written a book "Power BI for the Excel Analyst"?
pbi.guide/book/

Хобби

Опубликовано:

 

24 июл 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 67   
@russ6010
@russ6010 Месяц назад
Best channel on RU-vid
@AccessAnalytic
@AccessAnalytic Месяц назад
Hah thank you ☺️
@excelemployeeleavetracker1274
Great video... this shows the benefits of all three methods within Excel.
@AccessAnalytic
@AccessAnalytic Год назад
Thanks
@chandanlimma3443
@chandanlimma3443 Год назад
This is brilliant as ever. Thanks
@AccessAnalytic
@AccessAnalytic Год назад
Thank you Chandan
@IvanCortinas_ES
@IvanCortinas_ES Год назад
I love the old Power Pivot. I believe that the tool emerged at a time of transition and was never realistically taken into account by companies. Without a doubt, Power Query is a very powerful tool, present and future of our lives ;)
@AccessAnalytic
@AccessAnalytic Год назад
Wise words Iván
@garethwoodall577
@garethwoodall577 Год назад
Great tips Wyn!
@AccessAnalytic
@AccessAnalytic Год назад
Cheers Gareth
@Luciano_mp
@Luciano_mp Год назад
Great tips! Thanks!
@AccessAnalytic
@AccessAnalytic Год назад
You’re welcome Luciano
@TheJoshtheboss
@TheJoshtheboss Год назад
Amazing channel.
@AccessAnalytic
@AccessAnalytic Год назад
Glad you enjoy it! Thanks
@GeertDelmulle
@GeertDelmulle Год назад
Nice comparison, Wyn. BTW: in your scenario it suffices to refresh the Power Pivot table, just like you would an output table.
@AccessAnalytic
@AccessAnalytic Год назад
Thanks Geert, absolutely!
@kudifilipe9875
@kudifilipe9875 Год назад
Thanks, sharing
@AccessAnalytic
@AccessAnalytic Год назад
No worries
@danjarupath
@danjarupath Год назад
Hello this is awesome 😎😎😎
@AccessAnalytic
@AccessAnalytic Год назад
Thanks
@Donkeys_Dad_Adam
@Donkeys_Dad_Adam Год назад
Another good use case for Power Query is when you're merging tables from an external source that is subject to change (i.e. have more and more records added as time goes by). Simply refreshing everything will add the new rows to the table you've loaded to as you go. With XLOOKUP, if you aren't necessarily using Excel Tables, you'd have to manage your formulas as the data sets update.
@AccessAnalytic
@AccessAnalytic Год назад
Yep, good call
@madacraizdesigns4934
@madacraizdesigns4934 Год назад
GENIUS
@AccessAnalytic
@AccessAnalytic Год назад
Thanks
@JJ_TheGreat
@JJ_TheGreat Год назад
7:17 Interesting, I look forward to that video! 😀
@AccessAnalytic
@AccessAnalytic Год назад
Coming in a couple of days
@AccessAnalytic
@AccessAnalytic Год назад
New video : ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-AAgzIXWgASg.html
@JJ_TheGreat
@JJ_TheGreat Год назад
6:27 Yeah, you have to make sure you have a list of unique values before you do a merge queries with Power Query!
@AccessAnalytic
@AccessAnalytic Год назад
Totally
@williamrhopkins
@williamrhopkins Год назад
Depends what you want. If you have a legit many to many relationship then PQ is providing the correct results
@DiptaGhossan
@DiptaGhossan Год назад
I learned a lot for your videos, and after learning for few days, i can already start implementing power Query and power pivot for my data. I have a question though, i have 7 tables that connects to each other, however why is it that only 3 tables shown in the field item list of my pivot? how do i get the rest also in? thanks in advance for your advice
@AccessAnalytic
@AccessAnalytic Год назад
Check the top of the Pivot Table field list and you will see Active and All. Click the All option
@ze0000
@ze0000 Год назад
You can add tables to data model without query them in power query. It avoids to duplicate the tables in pivot table panel.
@AccessAnalytic
@AccessAnalytic Год назад
You can Jose, but I wouldn't recommend that approach as Power Query adds a lot of robustness and flexibility if things change in the future. The "Add to data model" option is what we used to have to use before Power Query "load to data model" was an option. I totally agree that showing the non loaded tables in the Power Pivot Fields Panel is horrible and something the Excel team should disable. I (and other MVPs) have flagged this numerous times to them.
@williamrhopkins
@williamrhopkins Год назад
Power Pivot doesn't handle many to many relationships well. Power Query does. Also PQ lets you use many different join types -- the anti join is good for finding differences between tables.
@AccessAnalytic
@AccessAnalytic Год назад
Yep, Many to Many is not allowed in Power Pivot. I’m a fan of the anti join 😀
@pascaljoly5752
@pascaljoly5752 4 месяца назад
when i try to do a 2-way Xlookup but with tables on different sheets within the same file or from 2 different files, it doens't work. it only works if both tables are on the same sheet. is there a fix?
@AccessAnalytic
@AccessAnalytic 4 месяца назад
Not sure what you mean by 2 way XLOOKUP. The sheets the tables are on shouldn’t matter for XLOOKUP
@1976misspink
@1976misspink Год назад
I wish power query could do many to many relationships. how do you get around this?
@AccessAnalytic
@AccessAnalytic Год назад
Power Query will create a combined output of the 2 tables with the double ups that appear as per my video. PowerPivot can’t create many to many. Normally creating a bridging table is the best approach.
@chiragdabhi4929
@chiragdabhi4929 Год назад
I have large raw data...approx 19lakh raw...when I am going to use power pivot from power query that data..then only count value shown.i found error when conver to average or sum value.i already remove null value and data convert to whole number. Any thing else need to do? I am using Excel 2016 inbuilt power query.
@AccessAnalytic
@AccessAnalytic Год назад
If the column you are averaging or summing is set to a whole number data type then it should work. Are you writing a DAX measure for your calculation?
@chiragdabhi4929
@chiragdabhi4929 Год назад
@@AccessAnalytic no dax.simple raw data...that convert into whole number(kpi value) ...in raw data some null and Nan value there so just filter out in power query.after power query going for power pivot.i need district wise kpi so district wise count shows but that data not convert into some our average value.
@AccessAnalytic
@AccessAnalytic Год назад
Most likely reason is other non-number value in your column. Also I strongly recommend you use DAX for all displayed values and aggregations to future proof your report
@chiragdabhi4929
@chiragdabhi4929 Год назад
@@AccessAnalytic thank you for valuable reply. I have learn lots of from your channel.🙏
@roywilson9580
@roywilson9580 Год назад
I have experienced a similar problem with Excel 2016, it only seems to understand certain data-types - in my case it refused to accept a currency type as a number and would not accept it even after changing the type to number in Excel I have even had problems with decimal number and integer type not being recognised. I have also had problems in 2016 with excel not understanding date data types. I think it may just be a problem with Excel 2016 as I haven't run into this problem with any of the later versions of Excel. You Will also find that Excel 2016 sometimes has problems with data imported from Sage etc. All very annoying when you are working with extremely large datasets that require manipulation before loading to Excel.
@JJ_TheGreat
@JJ_TheGreat Год назад
3:53 But how do you do that? Is it in the settings somewhere?
@excelemployeeleavetracker1274
Go to Data on the top ribbon...then follow his instructions
@AccessAnalytic
@AccessAnalytic Год назад
Get Data-> Query Options -> Data load-> Specify custom default load settings & uncheck to load to boxes
@oldschoolreviewer1133
@oldschoolreviewer1133 Год назад
How to address in power query one to many relationships?
@AccessAnalytic
@AccessAnalytic Год назад
Can you explain a bit more? A power query merge will bring in all matches from the many side
@oldschoolreviewer1133
@oldschoolreviewer1133 Год назад
already have.. watch it from some of your Videos.. Thanks a lot..
@roywilson9580
@roywilson9580 Год назад
Surely the sum of cost should show the total cost per item,? It would have been fairly easy to multiply the units by the cost in either Power Query or Power Pivot.
@AccessAnalytic
@AccessAnalytic Год назад
Hi Roy, yep, wasn’t the aim of the video but a SUMX function would allow me to calculate units x cost on a row by row basis to give total cost
@AccessAnalytic
@AccessAnalytic Год назад
Yours and another comment has prompted next week's video 😁
@roywilson9580
@roywilson9580 Год назад
@@AccessAnalytic I will look forward to seeing it :)
@iduncanw
@iduncanw Год назад
Nice 👍, however.... I don't understand why the "Sum of Cost" in the Power Pivot isn't actually a Sum? If you did the XLOOKUP or Power Query merge and had a Pivot Table it would have 3 for Apple, 6 for Banana etc. Surely this could be a legitimate use case and the Power Pivot option just looks wrong and is not the same result. It's like it hasn't really joined them as if I did this via a normal database join, I'd get a Sum.
@AccessAnalytic
@AccessAnalytic Год назад
Hi, I wasn't really thinking about demonstrating Total Cost in this video but I would need to write the following DAX formula to get the total =SUMX( tblData, tblData[Units] * RELATED(tblLookup[Cost] ) ) This function creates a temporary column of Units x Price and then SUMs it.
@iduncanw
@iduncanw Год назад
@@AccessAnalytic thanks for the extra tip. Still seems strange behaviour that you need to do that.
@AccessAnalytic
@AccessAnalytic Год назад
@@iduncanw - you've prompted next week's video 😁
@AccessAnalytic
@AccessAnalytic Год назад
@@iduncanw new video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-AAgzIXWgASg.html
@JJ_TheGreat
@JJ_TheGreat Год назад
I don't understand - I thought you were going to attempt the same process (to get the same result) through PowerPivot as the XLOOKUP and Power Query merge queries. Couldn't have you done that, in order to get the Item, Date, Units, Name and Cost together into 1 table, like you did before? You did not show how we could bring in the attributes from the other table in order to accomplish this task - as an alternate method.
@AccessAnalytic
@AccessAnalytic Год назад
At 9:49 I’ve created a pivot table containing elements from both tables. This is the beauty of the Power Pivot approach is that you only have to display what you need
@gerbherb8215
@gerbherb8215 Год назад
In my opinion XLOOKUP and PowerQuery are the two ways to combine tables, whereas Powerpivots are summarising table data. Essentialy two different things.
@AccessAnalytic
@AccessAnalytic Год назад
The end result is the key here. If you want to report sales by region name and all you have is region ID, but in another table is ID and region name , then all 3 approaches are valid options depending on your reporting need.
@gerbherb8215
@gerbherb8215 Год назад
@@AccessAnalytic You are correct but I think that's not where my focus was, so let me try to put it in another way: with XLOOKUP and PowerQuery you are combining tables, with pivots you are combining AND summarising them. In one of the comments here I saw confusement about the fact that your pivot had different numbers. Maybe good to explain this summarising aspect of pivots.
@AccessAnalytic
@AccessAnalytic Год назад
Fair point, thanks
Далее
3 Essential Excel skills for the data analyst
18:02
Просмотров 1,5 млн
Maybe i need to add instructions @popflexactive
00:14
Stay on your way 🛤️✨
00:34
Просмотров 4,7 млн
How to SIMPLIFY DAX using Power Query
16:14
Просмотров 13 тыс.
Pivot Table vs a Power Pivot based Pivot Table
20:07
Просмотров 25 тыс.
What is Power Query?
16:51
Просмотров 44 тыс.
Excel: Data Models | Add to Data Model | Power Query
9:03
Отнимают ребенка ч.7
0:55
Просмотров 3,6 млн
CAA Conversion kit at ZAHAL 🎯
0:14
Просмотров 43 млн
One moment can change your life ✨🔄
0:32
Просмотров 33 млн